October 5, 2017- Creating an Effectively Integrated Donor Proposal for Annual, Major and Planned Gifts

Creating an Effectively Integrated Donor Proposal for Annual, Major and Planned Gifts

This interactive presentation will offer helpful ideas for integrating annual, major and planned gift components in donor proposals. Examples of blended gifts will be provided, offering suggestions for format, making the “ask” and more. Different donor scenarios will then be presented for small groups to craft a unique proposal. Once completed, each small group will share its proposal with the entire group for feedback and constructive suggestions.

Phil Purcell- Fellowship of Catholic University Students,

Phil Purcell recently was named Senior Counsel for Philanthropy for the Fellowship of Catholic University Students, after consulting for FOCUS for a number of years. He was previously Vice-President for Planned Giving and Endowment Stewardship at the Ball State University Foundation.
An attorney and member of the American and Indiana State Bar Associations, 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 Family School of Philanthropy and Fundraising School (Indianapolis, IN). He has spoken before the National Conference on Philanthropic Planning, American Council on Gift Annuities National Conference as well as many other local, state and national associations of gift planners, fundraisers, nonprofit staff and professional advisors. He has served on the board of directors for the Partnership for Philanthropic Planning, Planned Giving Group of Indiana and Association of Fundraising Professionals – Indiana Chapter. Phil maintains an active consulting practice. He is a senior consultant for the Heaton Smith Group, a national legacy planning consulting firm, and serves on the editorial advisory board for Planned Giving Today. Phil 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.

No cancellations or refunds after 5 p.m. on Friday, September 29, 2017.  Any unpaid no shows will be invoiced.

A $1.25 processing fee is charged for all credit card payments.