The Planned Giving Council of the Mid-South offers members educational programs and networking opportunities throughout the year. Access to a network of peers working full and part time to secure charitable gifts is a significant benefit. Our meetings are planned to provide a balance of career development, education and awareness of current issues affecting the business of planned giving.
Thursday, September 19, 2019
This program is a collaborative effort between the Planned Giving Council of the Mid-South and the Jewish Foundation of Memphis.
Speaker: Phil Purcell, JD, MPA from Indiana University
Phil Purcell is Senior Consultant for the Heaton Smith Group, Legal Advisor for the national Community Foundation Legal Help Desk, and Senior Counsel for Philanthropy on behalf of the Fellowship of Catholic University Students.
He serves on the faculty for Indiana University Maurer School of Law, Indiana University Lilly School of Philanthropy, and Long Beach State University's American Institute for Philanthropic Studies.
Planned Giving 101 For Nonprofits
Time: 8:00 - 10:30 A.M.
Cost: $10 - 2 CFRE Credits Offered
Continental Breakfast - Dietary Laws Observed
Location: Memphis Jewish Community Center, 6560 Poplar Ave, Memphis, TN 38138
Review the basics of a planned giving program, 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.
Jailhouse Rock: Legal and Ethical Issues in Gift and Estate Planning
Location: Jewish Community Center, 6560 Poplar Ave, Memphis, TN 38138
This presentation will share actual case studies from law and practice exploring the Heartbreak Hotels of ethical and legal issues in gift and estate planning. The Model Standards of Practice for the Charitable Gift Planner will be used as the framework for our discussion. Avoid Suspicious Minds by Walking in Memphis with sound legal and ethical gift planning!
Approved for 1.0 hour of CLE in ethics
About Our Speaker:
Phil Purcell currently serves as Senior Counsel for Philanthropy on behalf of the Fellowship of Catholic University Students where he assists approximately twenty major gift officers engaged in a $250 million campaign with 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 Consultant and the lead planning attorney for the Heaton Smith Group, a national charitable and estate planning consulting firm. He is a legal advisor for the national Community Foundation Legal Help Desk. Phil 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 The Fundraising School (Indianapolis, IN). He also serves on the faculty of the American Institute for Philanthropic Studies (Long Beach State University) teaching courses on planned giving.
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 Planned Giving Today, The Journal of Gift Planning, 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 serves as lead counsel for the national Community Foundation Legal Help Desk, an online subscription service. He has served as an expert witness in court cases and trials on topics related to 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. He is a member of the academic honorary societies Phi Beta Kappa and Pi Alpha Alpha.
Thursday June 20, 2019
"LEGACY PLANNING REIMAGINED AFTER TAX REFORM"
Philip Cubeta, CLU®, ChFC®, AEP®, MSFS, CAP®
Sponsored by: Community Foundation of Greater Memphis & Planned Giving Council of the Mid-South
April 4, 2019
"Identifying and Requesting Non-Cash Gifts"
Michelle Castro and Roberta Kramer, Heritage Auctions, Trusts & Estates Division
March 27, 2019
A Brown-Bag Q&A on Planned Giving
Hosted by the Planned Giving Council of the Mid-South
February 21, 2019
"Preparing Your Umbrella to Weather the Storm: Your First Steps to Build a Rainy Day Fund"
Terri Lee Freeman, President, National Civil Rights Museum
September 27, 2018
Understanding And Advancing The Philanthropic Goals Of Your Clients and Donors
Laura Hansen Dean, J.D.
August 22, September 5, and September 20, 2018
End of Summer Plunge Into Planned Giving
3 full sessions for nonprofit development staff and organizational leadership covering multiple facets of Planned Giving
May 4, 2018
The Latest Developments In Charitable Planning & IRA Wins Oscar: Best Tax Performance in Deferred Gifts
Johni Hays, J.D., Senior Vice President, Thompson & Associates
February 22, 2018
The Evolution of the Philanthropic Industry: Exponential Change Creates & Destroys Opportunity
Will you be ready?
Avery Tucker Fontaine - BNY Mellon Wealth Management