AFP-IC and CGP Spring Conference
The Boomer Generational Wealth Transfer is Coming - Are You Ready?
The Boomer Generation wealth transfer is underway! Frontline fundraisers can expect more and more conversations about gifts of assets as donors wonder what to do with their businesses, vacation homes, collections and other valuable property that the kids don't want. Even if you don't think of yourself as a gift planner, you should be ready for those discussions. And your organization should support you with policies, plans and procedures to maximize planned or blended gifts. This seminar will review the most important components of a program that successfully cultivates complex major and planned gifts. Helpful ideas regardless of the stage of your program (beginning to advanced) will be explained. In particular, the new National Standards for Gift Planning Success will be shared as a template for implementing a planned giving program. In this highly interactive session, we will examine key priorities for budgeting, gift acceptance, metrics, goal-setting, marketing, stewardship, the role of leadership and more. Case studies and specific examples will illustrate key points. We especially encourage you to invite colleagues, executive leadership, and board members to attend and learn how they can help!
Speaker: Phil Purcell, JD, CFRE
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 39 planned giving officers in 11 states who close approximately $70 million in planned gifts each year. He is an attorney and member of the American and Indiana State Bar Associations. He is Senior Consultant and the lead gift planning attorney for the Heaton Smith Group, a national charitable and estate planning consulting firm. Phil also serves as Editor for Planned Giving Today, a monthly national publication. He is lead 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).
Phil 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. 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). He 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 received a Harry S. Truman scholarship and is a member of Phi Beta Kappa and Pi Alpha Alpha.
JGA Scholarships in Honor of Dan Schipp - six member scholarships and one non-member
In honor of Dan Schipp’s lifelong impact on the field of philanthropy and to celebrate his retirement, Johnson, Grossnickle and Associates is proud to underwrite professional development scholarships for six AFP-IC members and one non-member to attend the AFP-IC & CGPI Spring Conference presented by JGA. These scholarships will allow fundraisers to gain additional training that will help them raise more funds to support their missions – just as Dan has trained and mentored dozens of fundraisers throughout his long and distinguished career. Click here to apply. Application deadline is May 1, 2022.
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