The Pension Protection Act of 2006 created many changes in the administration of donor-advised and scholarship funds. It is essential that any community foundation involved in these activities have a thorough understanding of the Pension Protection Act (PPA) and its implications for fund management. We’ve got you covered with a session that explains the ins and outs of what you need to know to stay compliant.
Speaker
Phil Purcell, J.D., senior counsel for philanthropy, Fellowship of Catholic University Students
Phil Purcell currently serves as Senior Counsel for Philanthropy on behalf of the Fellowship of Catholic University Students where he assists approximately twenty major gift officers engaged in a $250 million campaign with a $100 million goal for planned giving. Formerly, he served as Vice-President for Planned Giving and Endowment Stewardship at the Ball State University Foundation where he assisted with the successful completion of a $200 million campaign, of which $65 million in planned gifts was raised. He also was director of gift planning for the Central Indiana Community Foundation where he directed the Planned Giving Resource Center. Phil served as director of development and planned gifts for St. Vincent Hospital Foundation and director of planned gifts and development counsel for Rose-Hulman Institute of Technology.
Target Audience:
The Tri-State Community Foundation Partnership webinars are designed for, but not exclusive to, community foundation staff and board members and is a partnership between Indiana Philanthropy Alliance/GIFT, Council of Michigan Foundations, and Philanthropy Ohio.
Cost
$35 for Indiana Philanthropy Alliance/GIFT Members
$50 for Members of Other Associations (outside Tri-State Partnership)
Note: The Tri-State CF Partnership Webinar Series is available to GWP members from our partners listed below. Since there is a fee for this program that is payable to our colleagues at IPA, a member of GWP staff will follow up with you after you complete registration on GWP's website to help you complete your registration and payment for this webinar.
We are committed to making GWP programs accessible to all members. If you have questions or if an accommodation would be helpful to fully participate in this program, please reach out to Paula or call 412-471-6488 and we will make every effort to accommodate your request.