ESTATE PLANNING COUNCIL OF CHATTANOOGA

This meeting will qualify for CLE credit in Tennessee and Georgia and CPE and CFP credit in Tennessee. This presentation will explain the tax and estate planning benefits of popular charitable giving strategies during a down economy. Specific techniques to be discussed will include bequests in a will or trust, charitable IRA rollovers, beneficiary designations of retirement plans, life insurance, gifts of remainder interest with a retained life estate in a home or farm, charitable lead trusts, gift annuities and more. Mr. Purcell currently serves as Vice-President for Planned Giving and Endowment Stewardship at the Ball State University Foundation where he is assisting with the completion of a $200 million campaign ($50 million in planned gifts). Formerly, he served as Director of Gift Planning for the Central Indiana Community Foundation (Indianapolis, IN), Director of Development for St. Vincent Hospital Foundation and Director of Planned Giving and Development Counsel for Rose-Hulman Institute of Technology. Mr. Purcell is an attorney and member of the American and Indiana State Bar Associations. Mr. Purcell currently serves as a volunteer on the Tax Exempt Organization Advisory Council for the Internal Revenue Service (Great Lakes States region). He teaches courses on Law and Philanthropy, Nonprofit Organization Law and Planned Giving as adjunct faculty for the Indiana University School of Law (Bloomington) and Indiana University Center on Philanthropy and Fundraising School (Indianapolis). Mr. Purcell has served as a member of the board of directors for the Partnership for Philanthropic Planning (formerly National Committee on Planned Giving), Association of Fundraising Professionals Indiana Chapter, and the Central Indiana Land Trust Advisory Board. He is past president of the Planned Giving Group of Indiana. He has written articles on charitable gift and estate planning that have appeared in The Journal of Gift Planning, Planned Giving Today, CASE Currents, Planned Giving Design Center and other publications. Mr. Purcell serves on the Editorial Advisory Board for Planned Giving Today. He has consulted on behalf of all types of charitable organizations, including the Lilly Endowment's GIFT program serving community foundations throughout Indiana. Mr. Purcell's consulting has focused on philanthropy (e.g., fundraising, planned giving) and nonprofit governance (e.g., strategic planning, nonprofit governance). He has spoken on topics related to nonprofit governance and philanthropy before the National Conference on Planned Giving, Council for Advancement and Support of Education, American Council on Gift Annuities, United Way of Central Indiana Nonprofit Training Center, Indiana Grantmakers Alliance annual conference, Indiana Continuing Legal Education Forum, Indiana CPA Society, and on behalf of charities, bar associations and local estate planning, planned giving and fundraising chapters throughout the country. Mr. Purcell received his B.A. degree from Wabash College in 1981 (magna cum laude) and his J.D. and M.P.A. degrees (with honors) from Indiana University in 1985.