Registration Closed

Thank you for your interest in attending the professional development seminars sponsored by the Catholic Community Foundation of the Archdiocese of Indianapolis! The registration to attend is now closed.

  • Tuesday, December 5, 2017 at the McCauley Centre (702 North Shore Dr., Jeffersonville)
  • Wednesday, December 6, 2017 at the Edward T. O’Meara Catholic Center (1400 N Meridian St., Indianapolis)

Sign-in starts at 8:30 AM. The program begins at 9 AM and concludes by 12:30 PM.
A continental breakfast and box lunch will be provided.

These seminars are available to professional advisors including attorneys, accountants, financial advisors and life insurance representatives. Please feel free to inform clients as well as those who may have an interest in the seminar material. Topics of discussion 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.  This program qualifies for three hours of continuing professional education credit, including two hours of ethics credit.  One must attend the entire seminar to receive full creditPlease bring your professional license number(s) to the session to ensure your participation is submitted for credit.

Both seminars will be led by nationally recognized speaker Phil Purcell, J.D., M.P.A.  Phil currently serves as Senior Counsel for Philanthropy, Fellowship of Catholic University Students. He also teaches courses on Law and Philanthropy, Nonprofit Organization Law and Planned Giving as adjunct faculty for the Indiana University School of Law (Bloomington) and Indiana University Center on Philanthropy and Fundraising School (Indianapolis).  Phil 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.  He is an attorney and member of the American and Indiana State Bar Associations.

Please contact Rhobie Bentley at 317-236-1482 or ccf@archindy.org with additional questions.

Local site Links: