Foundation_2 940x175

Professional Advisor Resource Center

We are helping you help your clients.

Our Philanthropy Advisory Council (PAC) is one of the largest and most established professional advisory groups associated with a charity in the country. Its purpose is to educate and inform advisors about estate and charitable planning issues through an annual seminar and special resources, including:

  • Planned Giving Answers Online—an endless resource for professional advisors with information regarding types of planned gifts, tax rules, giving concepts, and more. For more information, contact the foundation office at 765-285-8312 or 888-235-0058.

Our Professional Advisor Resource Center is a comprehensive collection of information and tools for professional advisors interested in incorporating philanthropic planning into their practices. Features include:

  • GiftLaw—a technical research tool to find answers to most questions about gift and estate planning, including a gift calculator
  • The Advisor —a monthly newsletter that includes gift and estate planning technical information
  • PAC Steering Comittee—This group offers recommendations for improvement and shares information about estate and charitable planning

Learn more about joining PAC.

 

2013 PAC Recap

Thanks to all who joined us for the annual PAC event on June 27. There were more than 115 professional advisors that participated in the meeting. The theme for this year’s event was "Understanding Fiduciary Responsibilities."

Blaine Aikin, CEO of Fi360, gave the keynote presentation on "The Fiduciary Standard and Why It Matters." There were also several breakout sessions that focused on fiduciary topics and best practices. Those attending sessions had the opportunity to earn up to three continuing education credits.

The PAC attendees also took a tour of the Taftali Center. This facility gives students a taste of Wall Street and allows them to be immersed in a real-world financial environment, providing opportunities for hands-on training in the workings of financial markets, financial modeling and valuation. The group was very impressed by the facility and stayed well after the session time to talk to professors and students about their experience with the facility. 

Here are the links to the presentations from the 2013 seminar:

The Fiduciary Standard and Why It Matters
– By Blaine Aikin
Best Practices for the Selection and Monitoring of Investment Service Providers 
– By Blaine Aikin
Fiduciary Governance: Best Practices of Nonprofit Boards
– By Phil Purcell
Fiduciary Duties of Charitable Organizations in Accepting and Managing Charitable Gifts 
– By Laura Hansen Dean
Board Fiduciary Duty Relating to the Annual Audit and Form 990 
– By Joyce Dulworth & Michael Earls
Fiduciaries: Friend or Foe? A Discussion of Power of Attorney and Guardianships 
– By Sara Shade
Ball State's Wall Street Experience: A Visit to the A. Umit Taftali Center 
– By Rathin S. Rathinasamy