Jewish Foundation Events

Join us September 19, 2019 for two planned giving events presented in partnership between the Jewish Foundation of Memphis, the Planned Giving Council of the Mid-South, and Momentum NonProfit Partners.

Phil Purcell, JD, MPA from Indiana University

Phil Purcell is Senior Consultant for the Heaton Smith Group, Legal Advisor for the national Community Foundation Legal Help Desk, and Senior Counsel for Philanthropy on behalf of the Fellowship of Catholic University Students. 

He serves on the faculty for Indiana University Maurer School of Law, Indiana University Lilly School of Philanthropy, and Long Beach State University's American Institute for Philanthropic Studies.

Planned Giving 101 For Nonprofits

Thursday, September 19

8:00 - 10:30 A.M.

$10 - 2 CFRE Credits Offered  

Continental Breakfast - Dietary Laws Observed

Memphis Jewish Community Center

Review the basics of a planned giving program, the most important planned giving vehicles, how to blend planned giving into a total development program, successful marketing ideas, key policies and procedures - and more.

Jailhouse Rock: Legal and Ethical Issues in Gift and Estate Planning

Thursday, September 19

11:30 A.M - 1:00 P.M.

$25 - Lunch - Dietary Laws Observed

Memphis Jewish Community Center

This presentation will share actual case studies from law and practice exploring the Heartbreak Hotels of ethical and legal issues in gift and estate planning. The Model Standards of Practice for the Charitable Gift Planner will be used as the framework for our discussion. Avoid Suspicious Minds by Walking in Memphis with sound legal and ethical gift planning!

Save the date 

"Latkes and Vodka"

To kick off the Jewish Foundation's 25th Anniversary

December 10, 2019

6:00 - 8:00 P.M. 

Dixon Gallery & Gardens

For questions about any upcoming events, please contact Sarah VanderWalde.