Getting Oriented

Blending Gifts for Fundraising Success

Philip Purcell

Friday, October 4, 11:30 a.m. – 12:30 p.m.

Intermediate

This highly interactive session will explain the potential of blending different gift techniques to maximize each donor's philanthropy. We’ll begin with the "case" for blending current and deferred gifts so that attendees can articulate the importance of blending strategies with their colleagues and supervisors. After a basic overview of the various ways specific planned gift techniques can effectively blend, attendees in small groups will study and discuss the facts of a donor scenario to identify opportunities for blending a gift plan. Groups will have the opportunity to share their plans for the assigned case study with the entire audience, and discussion will focus on opportunities to strengthen each plan. Helpful suggestions will be shared to facilitate blending gifts within a comprehensive development program regardless of staff size and budget. In particular, we’ll examine the elements of a successful blended gift proposal.

Learning Objectives

  1. Understand the potential of blending different gift techniques to maximize a donor's philanthropy.
  2. Learn about the various ways specific gift techniques can effectively blend in a gift plan.
  3. Experience studying a donor case study to identify opportunities for blending a gift plan.

 

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Philip Purcell

Senior Counsel for Philanthropy Fellowship of Catholic University Students

Phil Purcell currently serves as Senior Counsel for Philanthropy on behalf of the Fellowship of Catholic University Students where he assists a development team engaged in a $250 million campaign including a $100 million goal for planned giving. Formerly, he served as Vice-President for Planned Giving and Endowment Stewardship at the Ball State University Foundation where he assisted with the successful completion of a $200 million campaign, of which $65 million in planned gifts was raised. 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 serves as a member of the Tax-Exempt Organization Advisory Council for the Internal Revenue Service (Great Lakes states) and Vice Chair of the Legislation Committee of the American Bar Association’s Charitable Group. 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), Charitable Gift Planning Group of Indiana (past president), Association of Fundraising Professionals - Indiana Chapter (past president). Phil also serves on the Editorial Advisory Board for Planned Giving Today. Phil received his BA degree from Wabash College ( magna cum laude) and his J.D. and M.P.A. degrees ( with honors) from Indiana University.