Workshop

Community Foundation Legal Issues Deep Dive Day

When: 
Wednesday, November 9, 2016 -
10:00am to 4:00pm EST
Where: 
Barnes & Thornburg LLP
11 South Meridian St., Indianapolis, IN
Non-Member Cost: 
$150.00
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The community foundation field has legal issues very different from other charitable organizations.  This session offers learning segments with legal experts from Indiana, Michigan and Ohio addressing many legal topics specific to community foundations including:

  • Liability and fiduciary responsibility
  • Legal issues in working with donors
  • Fund management
  • Legal issues in investments
  • Lobbying and advocacy rules
  • Privacy/Confidentiality/Anonymity/Releases
  • Excess benefit/excess business holdings
  • Charitable registration
  • Crowdfunding using the community foundation name

To maximize access to this valuable program, it is offered in locations in Indiana, Michigan and Ohio.  The day will include videoconferencing technology, so participants in each location will be able to benefit from presenters in the other states. 

There is time set aside for individual questions too. The day is filled with information on legal issues important to community foundations!  To download a printable PDF of the agenda, click here.

Speakers

Joshua W. Abel, Associate, Faegre Baker Daniels
Joseph E. Miller, Partner, Faegre Baker Daniels
Jennifer M. Oertel, Partner, Jaffe Raitt Heuer & Weiss P.C.
Philip M. Purcell, Vice-President for Planned Giving and Endowment Stewardship, Ball State University Foundation
Amie L. Vanover, Partner, Thompson Hine LLP

To download a printable PDF of the speaker bios, please click here.

Cost
IPA/GIFT Members: $100
Non-Members: $150

This workshop is designed for community foundation executives, development staff, board members, committee members, legal counsel, and professional advisors.

Four Continuing Legal Education credit hours, including .5 ethics credit have been approved for legal counsel who participate in this workshop.

Registration deadline is 5:00 pm on Friday, October 28, 2016. Questions? Contact Belinda Scholl at bscholl@inphilanthropy.org or 317-630-5200, ext. 129.

Please note: The program will begin promptly at 10:00 am so please plan to arrive a few minutes early.

Cancellations/Refunds
Cancellations for a full refund must be made on or before 5:00 pm on Friday, October 28, 2016.  Requests must be made in writing to Belinda Scholl at bscholl@inphilanthropy.org.

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