MEETING NOTICE:  Planning Giving Council of Indian River Members

What:  Joint Council Meeting – with Indian River Estate Planning Council

Date / Time:  Wednesday, April 23, 2014 / Cocktails - 5:30pm; Dinner – 6:15pm;
                                                         Speaker – 7:00pm to 7:50pm

Venue:  Quail Valley River Club - Boathouse

CE Credit:  One-Hour CE Credit has been approved for Attorneys, CPAs, CTFAs, CFPs,
                    CLUs & ChFCs

Speaker:  Philip M. Purcell, J.D., Vice President for Planned Giving and Endowment Stewardship
                   at Ball State University Foundation in Muncie, Indiana

Phil Purcell Photo
Philip M. Purcell, JD

Phil Purcell currently serves as Vice-President for Planned Giving and Endowment Stewardship at the Ball State University Foundation where he recently assisted with the successful completion of a $200 million campaign, of which $65 million in planned gifts was raised.

He teaches courses on Law and Philanthropy, Nonprofit and Tax Exempt Organization Law and Planned Giving as adjunct faculty for the Indiana University Maurer School of Law (Bloomington) and Indiana University Lilly School of Philanthropy and Fundraising School (Indianapolis).

Phil serves as a member of the Tax Exempt Organization Advisory Council for the Internal Revenue Service (Great Lakes states) and has served on the board of directors for the Partnership for Philanthropic Planning.  He is an attorney and member of the American and Indiana State Bar Associations.

He has conducted continuing education seminars on behalf of bar associations, estate planning councils, planned giving councils, accountancy societies, law firms, banks and all types of  charitable organizations such as universities, colleges, community foundations and hospitals.

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.

TOPIC: “Latest Developments in Modern Family Estate Planning:
                Same-Sex Married and Unmarried Couple Considerations”

  • What are the key estate planning documents for same-sex married and unmarried couples?  What does the recent Supreme Court decision striking down key parts of the federal Defense of Marriage Act (DOMA) mean for your clients/donors in same-sex relationships?
  • Attendees will learn:
    • Estate planning techniques that can benefit your client/donors in same-sex relationships.
    • How critical it is for gift planners to refer these donors to an attorney for an effective estate plan.
    • The unique estate and charitable planning issues facing the Supreme Court’s decision.
    • The implications of the Supreme Court’s decision to invalidate parts of DOMA for same-sex couples regarding IRAs, taxes, charitable planning and much more.

RSVP: Contact IREPC Administrative Assistant, Blanche Necessary, to register for the meeting at 772-559-4997 or .
Registration Deadline is Friday, April 18th at 5pm.
No charge for members of either council / Guests: $40.


Seventh Annual Pinnacle Award
Presentation of the Pinnacle Award to Sue Tompkins, 2014 Recipient
for her demonstration of “Excellence in Charitable Planning
TIME / DATE:  8:00AM – 9:00AM on Tuesday, May 6, 2014
VENUE:  Quail Valley River Club, Waterfront Dining Room


Fidelity Investments
Gould Cooksey Fennell, P.A.
Indian River Community Foundation
Offutt Barton Schlitt, LLC
Vero Insurance

The event includes a full breakfast buffet and is open to professional advisors and representatives from non-profit organizations in Indian River County at no charge.  Reservations are required.

For Questions Contact:  Richard Johnson, Chairman
2014 Pinnacle Award Planning Committee
772-978-5574 or

              NOTE: Formal invitations will be mailed in early April 2014 with an RSVP request.  This is simply a SAVE THE DATE
             notification to have you mark your calendar.


Why Join PGCIR?

  • PGCIR gives you access to the most experienced and creative minds in gift planning.
  • Learn from them, and share your knowledge and experience with donors, clients and non-profit organizations.
  • In a field that encompasses many professions, PGCIR membership is your gift planning credential.
  • Become a recognized professional and help advance the field of gift planning.
  • PGCIR offers you the opportunity to give back --- to invest in your own career and to help others who could benefit from the possibilities of gift planning.

Membership Benefits Include:

  • For just $150 in local council annual dues, your meals are covered at Four Regularly Scheduled Educational Meetings throughout the year, And you receive the following benefits:

  • CE Credits – the November and May meetings include a nationally known speaker on a current estate and gift planning  topic and one-hour
    of continuing education credit for attorneys, CPAs, CTFAs, CFPs, CLUs and ChFCs.

  • PPP Virtual Seminars – periodically, programs featuring nationally recognized professionals that include virtual keynote sessions, informational handouts and are held at a local convenient location.

  • Networking Opportunities - by working together, sharing experiences and professional resources, members help each other stay informed, educated and innovative in the escalating field of charitable gift planning.

  • Mentorship Opportunities - an opportunity to mentor those new to the field of gift planning with your expertise, or to benefit from the guidance of a seasoned member of the gift planning community.

  • Pinnacle Award - a joint collaboration with the Indian River Estate Planning Council to honor a professional advisor from IRC who has demonstrated outstanding volunteer service to local non-profit organizations in IRC by promoting charitable giving through estate and gift planning, and who, by their deeds, is an inspiration to others in the community of professional advisors.

  • Your charity’s listing in the 2014 “Estate Planning Guide to Indian River Charities"