Philip M. Purcell, CFRE, MPA/JD
Phil provides guidance on the federal law of philanthropy and tax-exempt organizations including foundation qualifications, governance, types of funds, fund agreements, planned giving (including gifts of assets), donor-advised funds, scholarship programs, fiscal sponsorship, disaster relief, supporting organizations, program-related investments, unrelated business income tax, lobbying and more.
Phil Purcell currently serves as Territory Director of Planned Giving for the Central Territory of The Salvation Army. In this role, he is the directional leader of thirty planned giving staff who annually close $80 million in planned gifts.
Phil has served as independent counsel for over one hundred community foundations throughout the U.S. He served as Director of Gift Planning for the Central Indiana Community Foundation, consultant for Kansas Association of Community Foundations, consultant for the Florida Philanthropic Network, and a legal and peer reviewer for the Community Foundations National Standards Board, Council of Foundations.
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 is a senior consultant for the Heaton Smith Group, a national legacy planning consulting firm. Phil serves as editor for Planned Giving Today, a national monthly publication, as well as a content editor for Giving USA.
Phil is an attorney and member of the Indiana and American Bar Association. He serves as Vice Chair of the Charitable Giving and Organizations Committee of the Real Property, Trust, and Estate section of the American Bar Association. He is president of the American Council on Gift Annuities board of directors, and formerly served on the boards of the National Association of Charitable Gift Planners (secretary), Indiana Charitable Gift Planners (president), AFP – Indiana (president), and was AFP-Indiana Fundraiser of the Year.
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. He is a member of Phi Beta Kappa and Pi Alpha Alpha as well as a Truman Scholar.
Phil is a licensed attorney in Indiana. While he is not licensed in other states, and state laws can vary, he provides expert guidance on the Uniform Prudent Management of Institutional Funds Act, Model Nonprofit Corporation Act, unincorporated associations, charitable trust law, benefit corporations, state fundraising registration, charity gaming, and other applicable state laws.