Staying Legal: The Pension Protection Act

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The Pension Protection Act of 2006 (PPA) 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 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 with the PPA.


Phil Purcell, vice president, planned giving and endowment stewardship, Ball State University Foundation
Phil Purcell is Vice-President for Planned Giving and Endowment Stewardship at the Ball State University Foundation.  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. 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.

The Tri-State Community Foundation Webinar Series is a program offering made possible through an agreement between The Council of Michigan Foundations, Philanthropy Ohio and Indiana Philanthropy Alliance.  The webinars are designed for (but not exclusive to) community foundations.

This webinar is hosted by Indiana Philanthropy Alliance and was originally published January 20, 2016


CMF Members: $35.00
Nonmembers: $50.00

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