Philip Purcell

Senior Counsel for Philanthropy

111 Stony Creek Overlook
Noblesville, IN 46060
United States

pmpurcell@outlook.com

Phil Purcell currently serves as Senior Counsel for Philanthropy on behalf of the Fellowship of Catholic University Students where he assists fifteen major gift officers engaged in a $250 million campaign including a $100 million goal for planned giving. Formerly, he served as Vice-President for Planned Giving and Endowment Stewardship at the Ball State University Foundation where he assisted with the successful completion of a $200 million campaign, of which $65 million in planned gifts was raised. He also was director of gift planning for the Central Indiana Community Foundation where he directed the Planned Giving Resource Center. Phil served as director of development and planned gifts for St. Vincent Hospital Foundation and director of planned gifts and development counsel for Rose-Hulman Institute of Technology. He is an attorney and member of the American and Indiana State Bar Associations. Phil is Senior of Counsel to Fleming Stage, a private law firm in Indianapolis, IN. Phil also is Senior Consultant and the lead planning attorney for the Heaton Smith Group, a national charitable and estate planning consulting firm. He teaches courses on law and philanthropy, nonprofit organization law and planned giving as adjunct faculty for the Indiana University Maurer School of Law (Bloomington, IN) and Indiana University Lilly School of Philanthropy and Fundraising School (Indianapolis, IN). Phil serves as a member of the Tax-Exempt Organization Advisory Council for the Internal Revenue Service (Great Lakes states) and Vice Chair of the Legislation Committee of the American Bar Association’s Charitable Group. He currently serves on the board of directors of the American Council on Gift Annuities. Phil formerly served on the board of directors for the National Association of Charitable Gift Planners (past secretary), Charitable Gift Planning Group of Indiana (past president), Association of Fundraising Professionals - Indiana Chapter (past president), Central Indiana Land Trust, and Catch the Stars Foundation. He has written articles on charitable gift and estate planning which have appeared in The Journal of Gift Planning, Planned Giving Today, CASE Currents, Planned Giving Design Center and other publications. Phil serves on the Editorial Advisory Board for Planned Giving Today. Phil has consulted on behalf of over 300 charitable organizations of all types. His consulting focuses on state and federal legal issues (e.g., bylaws, tax exemption applications), philanthropy (e.g., fundraising, gift agreements, endowments, planned giving) and nonprofit governance (e.g., strategic planning, duties of boards of directors). Phil has served as an expert witness in court cases and trials on the law of philanthropy, nonprofit organizations, endowments, scholarships and related issues. He is a Certified Fundraising Executive (CFRE). He has spoken on topics related to law, nonprofit governance and philanthropy before national, regional and local conferences. His presentations have qualified for continuing education credit for fundraisers, attorneys, accountants, financial planners, trust officers and life insurance professionals throughout the U.S. Phil received his B.A. degree from Wabash College (magna cum laude) and his J.D. and M.P.A. degrees (with honors) from Indiana University.

Leadership Institute, Past CGP Board, CGP Conference Speaker, Other - Write In

Blending for Fundraising Success!

This interactive session will explain the tools and strategies for successfully blending annual, major and planned giving. Special attention will be given for the integration of prospecting, donor proposals and gift plans, goal setting, marketing, recogntion, stewardship, gift acceptance policies and more! Questions and discussion will be encouraged with analysis of prepared case studies and experiences shared by the audience.

Top Ten Ideas for Gift Planning Success

This session will explore the most important ideas for gift planning success. The program can be tailored based on the size and sophistication of the organizations represented in the audience - or we can share basic strategies that may apply across most organizations. Key topics will include recommendations for the most valuable gift planning vehicles, marketing and proposals, donor recognition and stewardship, goal-setting and board leadership. Questions and discussion will be encouraged with the audience.

Is Your Board on Board with Planned Giving?

This session will share strategies for inspiring and encouraging effective board engagement and leadership on behalf of planned giving. Techniques for strategic planning, goal-setting, and assisting with fundraising will be shared to offer helpful ideas for assuring your board is on board with planned giving! Questions and discussion will be encouraged with the audience.

Gift Design, Current Events, Marketing/Cultivation, Ethics, Case Studies, Administration, Integrated Planning, To be determined with Council, Other

I am willing to create personalized presentation to fulfill the interests of the Council and its members.

Philip

Purcell

pmpurcell@outlook.com

My fee is negotiable depending on the type of presentation.

Yes

Yes