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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:
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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
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