Speaker Bios – Planned Giving Course

Phil PurcellPhilip M. Purcell

Phil Purcell currently serves as Vice-President for Planned Giving and Endowment Stewardship at the Ball State University Foundation where he assisted with the successful completion of a $200 million campaign, of which $65 million in planned gifts was raised.  Formerly, he was director of gift planning for the Central Indiana Community Foundation where he directed the Planned Giving Resource Center.  He also 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.

He is an attorney and member of the American and Indiana State Bar Associations.  Phil is Senior of Counsel to Fleming Stage, a private law firm in Indianapolis, IN.  Phil also is Senior Consultant and the lead planning attorney for the Heaton Smith Group, a national charitable and estate planning consulting firm.  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 Fundraising School (Indianapolis, IN).

Phil serves as a member of the Tax Exempt Organization Advisory Council for the Internal Revenue Service (Great Lakes states).  Phil has served on the board of directors for the Partnership for Philanthropic Planning (past secretary), Planned Giving Group of Indiana (past president), Association of Fundraising Professionals – Indiana Chapter (past president), Central Indiana Land Trust, and Catch the Stars Foundation.  He has written articles on charitable gift and estate planning which have appeared in The Journal of Gift Planning, Planned Giving Today, CASE Currents, Planned Giving Design Center and other publications.  Phil serves on the Editorial Advisory Board for Planned Giving Today.

Phil has consulted on behalf of over 300 charitable organizations of all types.  His consulting focuses on state and federal legal issues (e.g., bylaws, tax exemption applications), philanthropy (e.g., fundraising, gift agreements, endowments, planned giving) and nonprofit governance (e.g., strategic planning, duties of boards of directors).   He is a Certified Fundraising Executive (CFRE).

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

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.

Dan NicosonDan J. Nicoson, B.S., M.S., CFRE

Dan Nicoson retired from full-time advancement administration on July 1, 2012 after thirty-nine years in higher education advancement.  At the time of his retirement he was serving as the Vice President for University Advancement at Missouri Western State University and Executive Director of the Missouri Western State University Foundation, a position he held since July 1, 2004.  In September of 2011 he received Hope Award from the Mid-America Chapter of the Multiple Sclerosis Society for community service.  In June of 2012 he was honored by the City of St. Joseph, MO for his leadership in civic matters, and by the St. Joseph Metro Chamber for his leadership as a board member and Vice Chair for both the Membership Division and the Total Resource Campaign.

He served as the President of the Vincennes University Foundation from 1990-2004. Previous positions have included 12 years at the University of Indianapolis where he was Director of Development and five years at Marian College where he was the Assistant to the President for Advancement.  He continues to be active professionally as he is working part time as a gift planning representative for the University of Indianapolis and as a member of the Indiana University adjunct faculty where he teaches for The Fund Raising School.  He has taught for The Fund Raising School for nearly thirty years.

Nicoson was among the first to receive the Certified Fund Raising Executive certification in 1980.  His professional association activities have included serving as president of the Central Indiana Chapter of the Association of Fund Raising Professionals, president of the Partnership of Philanthropic Planning Indiana Chapter.  He served on the national board of directors for AFP.  He was as a track dean for the AFP International Fund Raising Conference on three occasions, dean of the AFP’s First Course in Fund Raising, and speaker at various fund raising conferences and estate planning programs.  A former school teacher, he finds classroom interchange stimulating and enjoyable.

Nicoson is a member of the Central Indiana and Mid America Chapters of AFP, CASE and PPP.  He received his B.S. from the University of Indianapolis and his M.S. from Indiana State University.