How to Change a Fund

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Do donors ever ask to make a change to a fund they created?  Have you ever said “yes” to a fund you wish you hadn’t?  What about funds that are too small and too old?  What if you can no longer find a donor advisor?  How does variance power really work anyway?  This webinar will clear up the mysteries about changing funds – what you can do, what you can’t and the proper procedures and documentation you need to make sure it’s all legal.


Philip M. PurcellJ.D., Vice President, Planned Giving and Endowment Stewardship, Ball State University Foundation

Phil Purcell currently serves as Vice-President for Planned Giving and Endowment Stewardship at the Ball State University Foundation.  Formerly, he served as Director of Gift Planning for the Central Indiana Community Foundation, Director of Development for St. Vincent Hospital Foundation, and Director of Planned Giving and Development Counsel for Rose-Hulman Institute of Technology.  Phil is an attorney and member of the American and Indiana State Bar Associations. Phil also serves as a volunteer on the Tax Exempt Organization Advisory Council for the Internal Revenue Service. He teaches courses as adjunct faculty for the Indiana University School of Law and Indiana University Center on Philanthropy and Fundraising School.  Phil has served as a member of the board of directors for the Partnership for Philanthropic Planning, Association of Fundraising Professionals Indiana Chapter, and the Central Indiana Land Trust Advisory Board. 

Phil received his B.A. degree from Wabash College in 1981 and his J.D. and M.P.A. degrees from Indiana University in 1985.

The Tri-State Community Foundation Webinar Series is made possible through an agreement between The Council of Michigan FoundationsPhilanthropy Ohio and Indiana Philanthropy Alliance.  The webinars will be designed for (but not exclusive to) community foundations.

This webinar is hosted by Indiana Philanthropy Alliance as was originally published March 2015.


CMF Members: $35.00
Nonmembers: $50.00

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