Professional Advisors Virtual Workshop w/ Phil Purcell, JD

What Professional Advisors Should Consider When Serving on or Advising Nonprofit Boards

Presented by Phil Purcell, JD

December 2, 2020 via ZOOM

9am to 12pm

3 Credit hours approved for Attorneys, CFP’s and CPA’s.  Includes 0.5 ethics credits for attorneys. The Community Foundation will file the credits for Attorneys and CFP’s.

There is no cost to attend, but you must register in advance.

Biographical Info on Phil Purcell:

Phil Purcell currently serves as Senior Counsel for Philanthropy on behalf of the Fellowship of Catholic University Students.  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 position as director of gift planning 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 States 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 Maurer School of Law and Indiana University Lilly School of Philanthropy and Fundraising School.  Phil has served on the board of directors for the National Association of Charitable Gift Planners (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.