November 17, 2017

Free seminar for professional advisors on charitable planning set for Dec. 5 and 6

Special to The Criterion

The archdiocese’s Catholic Community Foundation (CCF) is offering a free continuing education seminar on Dec. 5 in Jeffersonville and again on Dec. 6 in Indianapolis for professional advisors, including attorneys, accountants, financial advisors and life insurance representatives.

Nationally recognized speaker Phil Purcell, an attorney, will present the seminar, which will provide three credit hours of continuing education, including two hours of ethics credits.

Topics of discussion will include Catholic Community Foundations (fund types, fund agreements, endowment law, and comparison to private foundations); Ethics in Charitable Estate Planning; and Gift Planning with Retirement Plans.

Purcell currently serves as senior counsel for philanthropy for the Fellowship of Catholic University Students. He is also an adjunct faculty member for the Indiana University School of Law in Bloomington and the Indiana University Center on Philanthropy and Fundraising School in Indianapolis. He teaches courses on law and philanthropy, nonprofit organization law and planned giving.

Purcell, a member of the American and Indiana State Bar Associations, also serves as a member of the Tax Exempt Advisory Council for the Internal Revenue Service (Great Lakes States), and has served on the board of directors for the Partnership for Philanthropic Planning.

On Dec. 5, the seminar will be offered at the McCauley Centre, 702 North Shore Dr., in Jeffersonville. On Dec. 6, the seminar will be offered at the Archbishop Edward T. O’Meara Catholic Center, 1400 N. Meridian St., in Indianapolis.

For both seminars, registration opens at 8:30 a.m. The program begins at 9 a.m. and concludes by 12:30 p.m. A continental breakfast and box lunch will be provided at both events.

Registration is available online at www.archindy.org/CCF/ProfDevelopment. For more information, contact Rhobie Bentley at 800-382-9836, ext. 1482, 317-236-1482 or ccf@archindy.org. †

Local site Links: