speaker-info

Philip M. Purcell, CFRE, MPA/JD

Fellowship of Catholic University Students

Phil Purcell currently serves as Senior Counsel for Philanthropy on behalf of the Fellowship of Catholic University Students, leading a team of gift planning professionals in a $150+ million campaign. He formerly 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 has served in development and gift planning positions for the Central Indiana Community Foundation, St. Vincent Hospital Foundation and Rose-Hulman Institute of Technology.

Phil is an attorney and member of the American and Indiana State Bar Associations. 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). He is a Certified Fundraising Executive (CFRE).

Phil serves as a member of the Tax Exempt Organization Advisory Council for the Internal Revenue Service (Great Lakes states). He has served on the board of directors for the Partnership for Philanthropic Planning (past secretary), Planned Giving Group of Indiana (past president) and Association of Fundraising Professionals – Indiana Chapter (past president). 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 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.

Sessions

Planned Giving

Non-Cash Gifts

CRYSTAL SALON 4

This session will explain the best practices for planning and acceptance non-cash gifts, including the important rules for valuation. The three types of non-cash gifts will be explored in detail: intangible personal property, tangible personal property and real property. The tax benefits for each type of gift will be shared. Other non-cash and partial interest […]

Planned Giving
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