Join us for this day-long session presented by the AFP Northeast Indiana and Charitable Gift Planners of Northeast Indiana chapters.
Date: August 24 at 8:00 a.m. - 4:00 p.m.
Location: Parkview Field Suite Level Lounge
Breakfast and lunch options included.
Plan to hear from three professional guest speakers who will lead us through topics, discussion, and ideas to help build and maintain a successful Planned Giving Program for your organization.
What to Expect:
· 8:00am: Registration + Breakfast
· 8:30am-9:30am: Guest speaker: Phil Purcell - Welcome and Review of Importance of and Best Practices for a Planned Giving Program
· 9:30am-10am: Breakout on Best Practices
· 10am-10:45am: Feedback from breakouts
· 10:45am Break
· 11:am-12:15pm: Guest speaker: Adam Clevenger - How to build Board “buy- in” for a highly effective Planned Giving program. Plus, information on the wealth transfer to take back to your Board. Includes Board descriptions include help with fundraising and Planned Giving plus development committee ideas.
· 12:15pm-1:00pm: Lunch
· 1:00pm-1:45pm: Guest speaker: Dawn Brown - Plan for Planned Giving-How to plan a successful year with Planned Giving as a daily focus. Includes a sample plan and planning worksheet.
· 1:45pm-2:15pm: Breakout on Work Plan for Planned Giving
· 2:15pm-2:30pm: break
· 2:30pm-3:30pm: Panel Q & A with Adam, Dawn, and Phil.
· 3:30pm-4:00pm: Phil - Importance of Legacy Gifts + end of event
August 24, 2023
8:00 a.m. - 4:00 p.m.
At the end of the day,
join us at
Conner's Kitchen + Bar just next door for our
Fall Membership Mixer!
PLANNED GIVING SEMINAR 2023
presented in partnership with
Charitable Gift Planners Northeast Indiana
Meet Your Presenter
Central Territory Director of Planned Giving | The Salvation Army
Phil Purcell has enjoyed a thirty-year career in planned giving and as counsel to nonprofits. He 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 thirty planned giving officers in eleven states who close approximately $70 million in planned gifts each year.
Phil 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 legal advisor for the Community Foundation Legal Help Desk, a national online subscription service. He serves as counsel to Philanthropy Ohio, Southeastern Council of Foundations, and Indiana Philanthropy Alliance for their member foundations.
Phil has served as counsel to hundreds of nonprofit organizations in all aspects including formation at state and federal levels, tax compliance, planned giving, policies and procedures, and liability matters including as expert witness in court proceedings. He 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 serves on the faculty of the American Institute for Philanthropic Studies (Long Beach State University) for the Certified Specialist in Planned Giving program.
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 (president-elect) 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), and Association of Fundraising Professionals - Indiana Chapter (past president). He is a Certified Fundraising Executive (CFRE) and received the AFP-Indiana Fundraiser of the Year.
Phil received his B.A. degree from Wabash College (magna cum laude) and his J.D./M.P.A. degrees (with honors) from Indiana University Maurer School of Law and O’Neill School of Public and Environmental Affairs. He is a member of Phi Beta Kappa, Pi Alpha Alpha, and recipient of the Harry S Truman Scholarship.
Adam Clevenger, CFRE
Partner | Loring, Sternberg & Associates
Adam Clevenger has spent his entire career building donor passion for causes. For nearly two decades, he has created donor-centered and sustainable fundraising programs for a variety of nonprofit organizations. In 2016, Adam joined Loring, Sternberg and Associates and has been a partner since 2018.
Before joining the Loring, Sternberg and Associates team, Adam served as Regional Collaboration Manager for the YMCA of the USA, working closely with 300 local Ys to support their board development, annual and capital fundraising efforts; Director of the Hanover College President’s Club; Director of Annual Giving for the YMCA of Greater Indianapolis providing leadership to the annual campaign for 13 branches that raised more than $2 million each year.
He is a frequent contributor to Bloomerang and the North American YMCA Development Organization (NAYDO); and conference and workshop presenter with the Association of Fundraising Professionals, NAYDO, the Association of Donor Relations Professionals, National CASA/GAL, and Indiana Nonprofit Resource Network.
As a volunteer, Adam serves as Vice Chair on the Board of Directors for the Indianapolis-based hunger relief organization, Second Helpings, board member for The Julian Center which empowers survivors of domestic abuse, and former VP of Finance for Indiana Chapter of Association for Fundraising Professionals (AFP). Adam is also a proud member of Class 45 of the Stanley K. Lacy Executive Leadership Program.
President & CEO | Community Foundation of Grant County
Founder & CEO | dawn brown creative, llc
Dawn Brown is an educator by trade and has continued teaching even after completing her Master’s Degree in Management. She began her professional development career as the National Implementation Manager for Vivendi-Universal where she instructed educators across the country. Dawn joined the Community Foundation of Grant County, Indiana in 2005 as a Development Officer and became the President/CEO in 2012. She’s been recognized for her community-building work as an ATHENA Award recipient, the OCRA Award winner for Indiana Main Street Volunteer of the Year, and as beneficiary of the Indiana Wesleyan University’s 2020 Tony Maidenberg Community Service Award. When she’s not changing her little corner of the world, Dawn reads nonfiction to continue her quest of lifelong learning, writes a blog about nonprofit marketing, communication, and stewardship at www.dawnbrown.com, and develops marketing content at dawn brown creative llc.—all while figuring out how to become the philanthropic Leslie Knope!