Brown Bag Series
"Planned Giving 101"
Time: 12:00 - 1:15 p.m.
Location: INHP Glendale Home Ownership Center, 2620 Kessler Blvd E. Dr, Suite 230, Indianapolis
There is no fee to attend but registration in advance is preferred.
This sessionwill review the basics of a planned giving program. Specific topics will include a review of 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! Time will be devoted to questions and discussion.
Phil Purcell current serves as Senior Counsel for Philanthropy on behalf of the Fellowship of Catholic University Students and currently assisting in a $200 million campaign. Formerly, he was Vice-President for Planned Giving and Endowment Stewardship at the Ball State University Foundation where he assisted with completion of a $200 million campaign of which $65 million in planned gifts were raised. Phil held prior positions as director of planned giving for the Central Indiana Community Foundation, director of development and planned gifts for the St. Vincent Hospital Foundation, and director of planned giving and development counsel for Rose-Hulman Institute of Technology. He is senior consultant for Heaton Smith Group providing charitable and estate planning services. Phil is a certified fundraising executive (CFRE). He is an attorney and member of the American and Indiana State Bar Associations.
Phil currently serves as a volunteer on the Tax Exempt Organization Advisory Council for the Internal Revenue Service (Great Lakes Region) and Vice Chair of the Legislation Committee of the American Bar Association's Charitable Group. He teaches courses on Law and Philanthropy, Nonprofit Organization Law and Planned Giving as adjunct faculty for the Indiana University Mauer School of Law and Indiana University Lilly School of Philanthropy and Fundraising School. Phil has served on the board of directors for the Partnership for Philanthropic Planning (Secretary), Planned Giving Group of Indiana (President) and Association of Fundraising Professionals Indiana Chapter (President). Phil serves on the Editorial Advisory Board for Planned Giving Today.
Phil received his B.A. degree from Wabash College in 1981 (magna cum laude) and his J.D. and M.P.A. degrees (with honors) from Indiana University in 1985.