Beneficiary Designations: A Priority for Planned Giving Success

  • April 24, 2023
  • 12:00 PM - 1:00 PM
  • Zoom Meeting


  • Includes: Comp registration; Logo in event promo & program; Recognition as Event Sponsor from the podium; Exhibit table.

Registration is closed

Join CPGC as we highlight the importance of prioritizing gift plans of beneficiary designations for key target markets. The presentation will explain the various types of beneficiary designations such as for retirement plans, life insurance, investment accounts, and more. The legal rules and administrative considerations will be shared. Recommendations for promotion of beneficiary decisions within the marketing plan and strategic donor proposals is included.

About the Speaker

Phil Purcell currently serves as Senior Counsel for Philanthropy on behalf of the Fellowship of Catholic University Students where he assists 15 major gift officers engaged in a $250M campaign including a $100M goal for planned giving. Formerly, he served as VP for Planned Giving and Endowment Stewardship at the Ball State University Foundation where he assisted with the successful completion of a $200M campaign, of which $65M 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 and Indiana University Lilly School of Philanthropy and Fundraising School.

Phil received his B.A. degree from Wabash College and his J.D. and M.P.A. degrees from Indiana University.

Thank You to our Chapter Gold Sponsor

Thank You to our Special Communication Sponsor

Sponsorship Opportunities

Event Sponsorship includes one complimentary registration, listing as Event Sponsor with logo in event promotion and event program, recognition as Event Sponsor.

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