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The mission of Charitable Gift Planners of Tampa Bay (formally the Partnership for Philanthropic Planning of Tampa Bay) is to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.

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Conversion of Revocable to Irrevocable Planned Gifts: Issues & Opportunities - April 14th

  • April 14, 2021
  • 12:00 PM - 1:00 PM
  • Zoom
  • 65

Registration


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 Conversion of Revocable to Irrevocable Planned Gifts: Issues & Opportunities

Presented by Phil Purcell, CFRE

Virtual Membership Meeting

A significant percentage of deferred type planned gifts are revocable.  The potential of conversion of these revocable gifts to irrevocable may be a helpful strategy for selected donors.  This conversion can assist fulfillment of your irrevocable fundraising goals and financial statement display. 

Key take-aways from this session include:

  • Review of the NACGP Guidelines for Reporting and Counting Charitable Gifts.
  • Understanding the testamentary pledge or contract to make a will.
  • Applicable state law that applies to conversions.
  • Sample documents for consideration.

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Wednesday, April 14, 2021

12:00 pm - 1:00 pm

Advance reservations are required

CGP Tampa Bay Members Free or $10.00 Donation

Guests - $15.00

Please register to be sent the link/code to join the Session.

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ANNUAL SPONSORS:

  • American Cancer Society
  • Community Foundation of Tampa Bay
  • Fisher & Sauls, P.A. 
  • Johns Hopkins All Children’s Hospital Foundation
  • Johnson, Pope, Bokor, Ruppel & Burns, LLP
  • Saint Leo University
  • USF Foundation, Office of Gift Planning

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SPEAKER BIO:

Phil Purcell 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 39 planned giving officers in 11 states who close approximately $70 million in planned gifts each year. He is an attorney and member of the American and Indiana State Bar Associations.  He is Senior Consultant and the lead gift planning attorney for the Heaton Smith Group, a national charitable and estate planning consulting firm. Phil also serves as Editor for Planned Giving Today, a monthly national publication. He is lead 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 (Bloomington, IN) and Indiana University Lilly School of Philanthropy and The Fundraising School (Indianapolis, IN).  He also serves on the faculty of the American Institute for Philanthropic Studies (Long Beach State University).

Phil 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 of the American Council on Gift Annuities. Phil 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). He 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 received a Harry S. Truman scholarship and is a member of Phi Beta Kappa and Pi Alpha Alpha.

Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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