APRIL 2023
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EXPLORING BENEFICIARY DESIGNATIONS
April 24, 2023 | 12:00 PM - 1:00 PM | Webinar
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.
COMING IN MAY: IN-PERSON EVENT!
Chartered Advisor in Philanthropy® Study Group Update By: Richard J. Letocha, J.D., CFP® The Chesapeake Planned Giving Council is convening a study group for CAP® certification. Many of you have expressed interest – thank you! There remains ample time for you to register your interest in participating. The study group meetings will be held from September, 2023 to May, 2024. This time window aligns with the support services for local study groups that are offered by the American College of Financial Services, which sponsors CAP® certification. We’re excited to partner as closely as possible with the College and are delighted that their faculty and study group resources will be available to the cohort of CAP® students who will be a part of this study group. The attached flyer explains the CAP® program in more detail. Please also visit the following link for additional information, including the pricing: https://www.theamericancollege.edu/designations-degrees/CAP The CAP® program is designed to reflect the diverse work experiences of both advancement professionals and those in related fields. Accordingly, we expect this cohort of CAP® students will include both fundraisers and those who work in fields such as wealth management, accounting, insurance, and law. To help us establish a diverse cohort of students, we hope you’ll continue to share the news of the study group within your network. As we approach the start date for the group, we’ll increasingly publicize the study group through the Council’s social channels and website. To register your interest, or to request more information, please reach out to Richard Letocha at rletocha@jhu.edu. Chesapeake Planned Giving Council Silver Sponsor
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Richard J. Letocha, J.D., CFP® Director, Gift Planning Johns Hopkins Office of Gift Planning Chesapeake Planned Giving Council, Immediate Past President |
