The Critical Role of Fund Agreements

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Fund agreements are critical legal documents that govern how a community foundation operates. This webinar will cover the key elements of a fund agreement, share ideas for creating fund agreements that work over time and provide guidance on how to change a fund.


Phil Purcell, adjunct faculty, Indiana University Maurer School of Law and Lilly School of Philanthropy

Phil teaches courses on Law and Philanthropy, Nonprofit and Tax Exempt Organization Law and Planned Giving as adjunct faculty. He serves as a member of the Tax Exempt Organization Advisory Council for the Internal Revenue Service (Great Lakes states) and has served on the board of directors for the Partnership for Philanthropic Planning and Association of Fundraising Professionals Indiana. He is an attorney and member of the American and Indiana State Bar Associations. Phil received his B.A. degree from Wabash College and his J.D. and M.P.A. degrees from Indiana University.


CMF Members: $35
Nonmembers: $50

Hosted by Indiana Philanthropy Alliance and originally published September 13, 2017

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