Learn about the latest issues impacting charitable endowments from creation to administration.
Charitable endowments present complex and challenging issues. Legal, accounting, tax and investment management considerations must be understood in order to successfully manage an endowment. Review the history and development of the law of charitable endowments. Endowment will be defined from both legal and accounting standpoints. Relevant accounting guidelines will be shared. How an endowment is created will be explained, including dealing with restrictions over time. Finally, key investment and spending policies for endowments will be explored with recommendations for implementation. This information will be critical for staff and advisors who are involved with the creation, oversight and administration of charitable endowments.
Agenda
Faculty
Philip M. Purcell, Esq
Consultant for Philanthropy, LLC
- Territorial Director of Planned Giving, The Salvation Army Central Territory
- Adjunct faculty, Indiana University Lilly School of Philanthropy and Maurer School of Law
- Consultant for publicly supported charitable organizations and private foundations within the U.S. and internationally
- Frequent speaker at local, regional, and national conferences
- Member of the IRS Tax Exempt Organization Advisory Council (Midwest region) and the American and Indiana State Bar Associations
- President-elect of the American Council on Gift Annuities and past director of the National Association of Charitable Gift Planners
- Can be contacted at [email protected] or 765-730-4321
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