Attorneys, CPAs and other professional advisors are invited to attend an informative session, "Successful Strategies for Charitable and Estate Planning."
Attorney Phil Purcell will present the information on Wednesday, March 14 from noon until no p.m. at MidAmerica Science Park, 821 S. Lake Road South, Scottsburg. Lunch will be provided, and there is no cost to attend. The session is underwritten by Mason Investment Services.
Phil will give tips on how advisors can talk to clients, what giving ideas are popular for clients, as well as ethics issues in estate and charitable planning. Continuing education credits will be available.
Phil Purcell currently serves as Senior Counsel for Philanthropy on behalf of the Fellowship of Catholic University Students and currently assisting in a $200 million campaign. Formerly, he was Vice-President for Planned Giving and Endowment Stewardship at the Ball State University Foundation where he assisted with completion of a $200 million campaign of which $65 million in planned gifts were raised. Phil held prior position as director of gift planning for the Central Indiana Community Foundation, director of development and planned gifts for the St. Vincent Hospital Foundation, and director of planned giving and development counsel for Rose-Hulman Institute of Technology. He is senior consultant for Heaton Smith Group providing charitable and estate planning services. Phil is a certified fundraising executive (CFRE). He is an attorney and member of the American and Indiana State Bar Association.