Session 1
Gift Agreements and Documentation
Phil Purcell, JD, The Salvation Army
Session 2
DEI in the Fundraising Space
Kat Walsh, University of Michigan
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Location: Zoom
Date: November 9, 2021
9:00 AM - 10:00 AM – 1st Session
Gift Agreements and Documentation
This program will review the legal and administrative best practices for gift agreements and documentation. Specific agreements reviewed will include those for endowments, pledges, gift designations, contracts to make a will, planned gift vehicles (trusts, gift annuities, remainder interests), and more.
SPEAKER:
Phil Purcell, JD, Central Territory Director of Gift Planning, The Salvation Army
Phil Purcell has enjoyed a thirty-year career in planned giving and 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 over 30 planned giving officers in 11 states who close approximately $70 million in planned gifts each year. 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 Lilly School of Philanthropy and The Fundraising School. He 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 (president-elect) of the American Council on Gift Annuities and formerly on the board of directors for the National Association of Charitable Gift Planners. 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.
CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved CFRE provider.
MCLE: Participants will earn 1 hour of MCLE credit. CCPG is an approved MCLE provider.
10:15 AM - 11:15 AM – 2nd Session
DEI in the Fundraising Space
In response to feedback from community members and an increased national consciousness around racism, many higher education institutions made public commitments to creating a more diverse, equitable, and inclusive society, starting with their campus. As we work to merge this commitment with our philanthropic efforts, many fundraisers are struggling with how to identify strategies for approaching their own work with an equity lens. In this session, we will explore how to incorporate principles of diversity, equity, and inclusion into your fundraising practices, ranging from fundraising for DEI-related initiatives to diversifying your donor base to hiring for your team. You will leave the session with a clear understanding of the business case for DEI in advancement and with some key strategies to consider applying in your own work.
SPEAKER:
Kat Walsh, Executive Director, DEI, University of Michigan
Ms. Walsh oversees the execution of the diversity, equity, and inclusion strategic objectives within the University of Michigan Office of Development, is the key fundraising liaison for the Vice Provost for Equity, and Inclusion, and serves on faculty at the Gerald R. Ford School of Public Policy. During her fifteen-year tenure at Michigan, Ms. Walsh developed the nationally award-winning Development Summer Internship Program (D-SIP). D-SIP introduces college students to fundraising as a career path through work placement in a fundraising office across the U-M campus, course work for credit, and a rigorous professional development component. In addition, Ms. Walsh developed the first comprehensive student giving program at U-M, resulting in 10,000+ students donating over $2 million during the Victors for Michigan Campaign, and oversaw the Telefund operation for five years. Finally, Ms. Walsh is certified trainer in the Intercultural Development Inventory, Emotional Intelligence and Diversity, Unconscious Bias, and Training Design for Intercultural Learning.
CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved CFRE provider.
Cancellations/Refunds: Cancellations must be received by 12:00 pm two business days prior to the event in order to receive a full refund. No refunds will be processed after this time. Cancellations must be in writing and may be submitted to cteed@ccpgonline.org. Additionally, payment is expected from no-shows.
