Join your peers as we review the basics of a planned giving program. Specific topics will include:
A review of the most important planned giving vehicles
Insight on how to blend planned giving into a comprehensive fund development program
Successful marketing ideas
Key policies and procedures
Participants can earn two CFRE credits.
Phil Purcell, Senior Consultant, Legacy and Charitable Estate Planning, Heaton Smith Group
Phil currently serves as Senior Counsel for Philanthropy on behalf of the Fellowship of Catholic University Students and currently assisting in a $200 million campaign including a $100 million goal for planned giving. Formerly, he was Vice-President for Planned Giving and Endowment Stewardship at the Ball State University Foundation where he assisted with the completion of a $200 million campaign of which $65 million in planned gifts were raised.
Phil is a certified fundraising executive (CFRE) and an attorney and member of the American and Indiana State Bar Associations. Phil has written articles on charitable gift and estate planning that have appeared in The Journal of Gift Planning, Planned Giving Today, CASE Currents, Planned Giving Design Center and other publications. Phil also serves on the Editorial Advisory Board of Planned Giving Today.
This session is designed for professionals who want to gain a basic understanding of planned giving and how proper gift planning can lead to larger gifts now and in the future. If you are new to fundraising or are looking for a basic overview, this will be a great introduction to planned giving. Board members and senior management may also benefit from this session.
This session is made possible through the generous support of the Jewish Foundation of Memphis and Planned Giving Council of the Mid-South.