Events

This session will explore strategies for securing support from you board of directors and staff leadership in support of planned giving.

Specific learning objectives include:

• How to engage your board with goal-setting and monitoring metrics of achievement for planned giving.

• Creation and implementation of integrated gift acceptance policies and procedures.

• The role of the board in fundraising for blended planned gifts

Agenda:

7:45 – 7:55 am Login 7:55 – 8:00 am Welcome and Introductions 8:00 – Program Begins

 Our Presenter:

Phil Purcell currently serves as the Director of Planned Giving for the Central Territory of the Salvation Army. In this role, he is the directional leader of 35 planned giving officers in 11 states who close approximately $70 million in planned gifts each year. He is an attorney and serves as Editor for Planned Giving Today, a monthly national publication.

Phil also teaches courses on law and philanthropy, nonprofit organization law and planned giving as adjunct faculty for the Indiana University Maurer School of Law and Lilly School of Philanthropy and The Fundraising School. He serves as vice chair of the legislation committee of the American Bar Association’s Charitable Giving and Organizations Group and as a member of the Tax-Exempt Organization Advisory Council for the Internal Revenue Service (Great Lakes states).

He currently serves on the board of directors of the American Council on Gift Annuities and formerly served on the board of directors for the National Association of Charitable Gift Planners (past secretary).

This will be a ZOOM presentation. ZOOM sign-on information will follow to those registered closer to the event.