Articles 2024

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Planned Giving Mentor

Wayne Olson, JD Consulting Associate (Eastern Division)

S. Renee Brida, JD Senior Associate and Lawyer (Western Division)

Professional Partnerships: Hospice Philanthropy Group L.L.C.

 

2024 Articles

Below are several links to recently developed articles of interest to advance your charitable estate and gift planning program.

2024 CGA January 2024 rate chart

Federal Income Tax Brackets for 2024 (Power Point)

Charitable Gift Annuities from A to Z

Introduction to Planned Gift Opportunities and Tools

Marketing Words that Work - Part 1

Mid Year Reminders about Chairable Giving

Bequest and Legacy Challenge Campaign Primer (WORD)

 

 

Several scheduled conference calls with current clients and follow up with gift annuity prospects.

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James E. Connell FAHP, CSA


BUILDING ENDOWMENTS FOR AMERICA'S NON-PROFITS