Philip M. Purcell, CFRE, MPA/JD
Consultant for Philanthropy, LLC

Senior Counsel for Philanthropy for the Fellowship of Catholic University Students (FOCUS)
Adjunct Faculty, Indiana University Maurer School of Law and Lilly School of Philanthropy
Phil Purcell currently serves as Senior Counsel for Philanthropy on behalf of the Fellowship of Catholic University Students where he assists approximately twenty major gift officers engaged in a $250 million campaign with a $100  million goal for planned giving. Formerly, he served as vice president for Planned Giving and Endowment Stewardship at the Ball State University Foundation. He was also director of gift planning for the Central Indiana Community Foundation where he directed the Planned Giving Resource Center. Phil served as director of development and planned gifts for St. Vincent Hospital Foundation and director of planned gifts and development counsel for Rose-Hulman Institute of Technology.

Phil provides guidance on the federal law of philanthropy and tax exempt organizations including community foundation qualifications, governance, types of funds, fund agreements, planned giving (including gifts of assets), donor advised funds, scholarship programs, fiscal sponsorship, disaster relief, supporting organizations, program related investments, unrelated business income tax, lobbying and more.  He is a community foundations national standards reviewer and a Certified Fundraising Executive with over twenty years of fundraising experience on behalf of all types of organizations including community foundations.  Phil is a licensed attorney in Indiana.  While he is not licensed in other states, and state laws can vary, he is able to provide expert guidance on the Uniform Prudent Management of Institutional Funds Act, Model Nonprofit Corporation Act, unincorporated associations, charitable trust law, benefit corporations, state fundraising registration, charity gaming and other applicable state laws.

 

Phil is a member of the American and Indiana State Bar Associations. He serves of counsel to the Indianapolis law firm Fleming Stage. He is senior consultant and the lead planning attorney for the Heaton Smith Group, a national charitable and estate planning consulting firm. He also serves as editor for Planned Giving Today, a monthly national publication. Phil is lead legal advisor for the national Foundation Legal Help Desk. He has consulted on behalf of over 300 charitable organizations of all types.

 

He has also spoken on topics related to law, nonprofit governance and philanthropy before national, regional and local conferences. Phil's presentations have qualified for continuing education credit for fundraisers, attorneys, accountants, financial planners, trust officers and life insurance professionals throughout the United States.

 

Phil received is B.A. degree from Wabash College (magna cum laude) and his J.D. and M.P.A. degress (with honors) from Indiana University. He is a member of the academic honorary societies Phi Beta Kappa and Phi Alpha Alpha.

 

 

 

Zachary S. Kester, JD, LLM, CFRM

Executive Director/Managing Attorney, Charitable Allies

Zac has an LL.M. (Masters of Law) concentrating on the special needs of tax-exempt organizations and has practiced law primarily for charities, focusing on organizational and compliance services. He has also earned a CFRM (Certificate in Fundraising Management) from the Lilly Family School of Philanthropy. In addition, Zac has also been named a Practitioner-in-Residence at the IU Maurer School of Law in Bloomington.

 

Zac speaks and publishes regularly regarding the unique needs of charities. Topics include identifying effective outcome measures, governance, board liability, human resources for small nonprofits and property tax exemption issues, among many others.