Tri-State Community Foundation Webinar Series | Staying Legal: The Pension Protection Act

Wednesday, January 22, 2020 -
1:00pm to 3:00pm EST
Members: $35.00
Non-Members: $50.00
The member discount will be applied during checkout.
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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.

Unable to attend the live webinar?  Register now and receive the recording and slides after the webinar has completed.


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. Full Bio Here >>


CMF Members: $35
Nonmembers: $50


January 22, 2020 at 12 Noon EST


Programming: Andrea Judd-Shurmur via email or call 313-960-4192
Registration: Denise Temple via email or call 616-850-2136

The Tri-State Community Foundation Webinar Series is a program made possible through CMF’s partnership with Philanthropy Ohio and Indiana Philanthropy Alliance. The webinars are designed for, but not exclusively for, community foundations.

This webinar is hosted by Indiana Philanthropy Alliance



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