Lawyer on Call

The Lawyer on Call legal service for Philanthropy Ohio members can help with your legal questions about your foundation’s operations. The first hour of consulting services is complimentary as part of your Philanthropy Ohio membership. (Note: must be current, paid member to access free hour of advice.) We are pleased to offer this longstanding member benefit with the expert legal advice of Philip Purcell as our Lawyer on Call.

Here’s a sample of the kind of questions Phil can answer: 

• What are the rules about giving scholarships from donor-advised funds?
• Can I amend a fund agreement to change its purpose – and if so, how?
• What is expenditure responsibility, and how do I implement it?
• What are excess benefits?
• Can I make grants to individuals? School levy campaigns? 
• How does UPMIFA apply to my foundation? 
• Can I reimburse a trustee for travel expenses for his/her children who accompany him/her to a board meeting?

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“I had the pleasure of working with Phil Purcell on some foundation-related questions. His knowledge and expertise in the community foundation realm was invaluable. He provided clear, concise guidance, was very professional and I appreciated his deep knowledge of foundation law.”
- Chris Yoder, Executive Director, Defiance Area Foundation

Contact Emily Anderson at 614.224.1344 or [email protected] to submit your legal question. Phil will respond directly to you quickly – usually within 24 hours. The first hour of consulting services is complimentary as part of your Philanthropy Ohio membership. If more than the one free hour is needed to answer your question, you will work directly with Phil. His hourly rate is $185, and he’ll provide an estimate in advance.