6729 Westfield Blvd
Kathi Baderstscher, PhD, Director of Graduate Programs, IU Lilly Family School of Philanthropy
Michele Dole,CFP, Senior Trust Officer, Fifth Third Private Bank
Gina Giacone, JD, Partner, Ice Miller
Ed Sandifer, JD, Director of Planned and Major Gifts, Indianapolis Zoo
Moderator: Phil Purcell, JD, Senior Counsel of Philanthropy, Fellowship of Catholic University Students
Ethical practice crosses disciplines in the gift planning world. Undue influence, unauthorized practice, diminished capacity, negligence in drafting agreements or in honoring donor intent are hazards for advisors and attorneys. In the session, consider how you’d respond to a variety of common ethical dilemmas before hearing from experienced panelists.
CFRE and CLE ethics credits are available for this program.