Working with Difficult Wills and Trusts
While a bequest is the most common way a community foundation receives money from an individual’s estate plan, some can be tricky. This webinar will provide information on how to deal with difficult wills and trusts. It will also feature best practices for working with professional advisors to ensure their client’s charitable wishes can be accomplished.
Consultant for Philanthropy, LLC, Senior Counsel for Philanthropy for the Fellowship of Catholic University Students (FOCUS), 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 for the Indiana University Maurer School of Law (Bloomington) and Indiana University Lilly School of Philanthropy and Fundraising School (Indianapolis). Phil 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.
Phil provides guidance on the federal law of philanthropy and tax exempt organizations including community foundation qualifications, governance, types of funds, fund agreements, planned giving (including gifts of assets), donor advised funds, scholarship programs, fiscal sponsorship, disaster relief, supporting organizations, program related investments, unrelated business income tax, lobbying and more. He is a community foundations national standards reviewer and a Certified Fundraising Executive with over twenty years of fundraising experience on behalf of all types of organizations including community foundations. Phil is a licensed attorney in Indiana. While he is not licensed in other states, and state laws can vary, he is able to provide expert guidance on the Uniform Prudent Management of Institutional Funds Act, Model Nonprofit Corporation Act, unincorporated associations, charitable trust law, benefit corporations, state fundraising registration, charity gaming and other applicable state laws.
- IPA Members (FREE): To register yourself and/or a colleague at your organization, please log in, select a program above, and click the Register Now button.
- Members of Philanthropy Ohio and Council of Michigan Foundations: Members of CMF and POH are encouraged to register through their association’s website.
- All Other Funders ($50 per webinar): Those who do not already have an online account to IPA's website, may register through the Council of Michigan Foundation’s (CMF) website here. If you have not already set up an account with CMF, you may do so here prior to purchasing the webinars.
About Tri-State Community Foundation Webinar Series
The Tri-State Community Foundation Webinar Series is free to IPA members and is produced is collaboration between IPA/GIFT, Council of Michigan Foundation, and Philanthropy Ohio. Programs are designed for, but not exclusive to, community foundations. Archived programs can be accessed through our resource library or found here.