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June 2013 Newsletter

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Planned Giving Mentor

Of Counsel: Winton C. Smith, Jr., JD

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

Quotes for today: How lovely to think that no one need wait a moment; we can start now, start slowly changing the world....Anne Frank

Past issues of the Newsletter are available in the Newsletter Archives Connect on Linkedin

Quickie Quiz: Which city in American has the highest concentration of millionaires? Answer below


Sign Up for New Fall Professional Advisor Seminar---"Gift Plans and Strategies Every Advisors Can Suggest to Clients" is the title of my new seminar that provides your professional advisor community with 15 end-of-year strategies they can implement with their clients to provide support for your annual fund, capital campaign and/or endowment efforts.

This seminar includes 100+ slides with real life gift examples on techniques, advisors can begin to use tomorrow in their practice.

The cost includes brochure handouts of the 2013 Federal Tax Pocket Guide and the Charitable Gift Planning Guidelines published by RR Newkirk.

Presentation cost will not exceed $3,500 which includes a $1,000 allocation for travel and business expenses. If travel costs are less, the extra is rebated. It includes E-mail or telephone follow up for all your professionals to the end of the year 2013.

Continuing education credit filings (CEUs) if desired are the responsibility of the sponsoring charity.

Limited dates are still available, call 910-295-6800 for further details or E-mail me.


How to choose a reputable charity?......This article from LifeHealth Pro has some thoughtful hints for professionals and layman alike who have to make the difficult choice of which charity to share their life's work with.


Marketing Moments.....Does your charity have a Legacy or Annuity brochure on its web site?. Put a PDF copy on your web site for probable donors to download.

Check out Mission Healthcare Foundation, Asheville, NC gift annuity brochure "The Giving Gift that Gives Back" It lists the current rates and if the rates should change in the future all it takes is a simple change to update the information.

Check out the New Hanover Medical Center Foundation, Wilmington, NC it placedthe Beacon Society brochure on its web site as a downloadable PDF. I recommend you review the brochure and compare it to the current content of your current legacy society brochure. It's content presents comprehensive gifting opportunities and large format connotes the significance of the Beacon Society effort.


Position Openings: Director of Development, Eberly College of Arts & Sciences, West Virginia University, Morgantown, WV. .....This is the chief development officer for the largest academic unit on the WVU campus. Reporting to the Dean, the Director is responsible for all aspects of a full-service development effort including major and planned gifts. The DoD will supervise a staff of development professionals in a capacity similar to a VP of a small college. The DoD closely coordinates with the central Foundation development staff.

Director, Major & Planned Gifts, Children’s Hospital Central California, Madera, CA...... This is a senior position providing the primary supervision of the major and planned giving program of this large and dedicated children’s hospital organization and reports directly to the Vice President, Foundation & Chief Development Officer.

For further information on either of the above positions or to apply visit Contact Colette M. Murray, JD, CFRE at 760-863-4512 or


Quickie Quiz answer.....According to research firm Phoenix Marketing International (PMI) there are 6.1 million households in the U.S. who have liquid investable assets of $1 million or more, excluding real estate, retirement plans and business partnerships. That is up 3% from last year. PMI examined 942 urban areas uncovered the top rank as.......

  1. Los Alamos, NM
  2. Stamford, CT
  3. Naples, FL
  4. Washington, DC
  5. San Jose, CA
  6. Easton, MD
  7. Oxnard, CA
  8. Honolulu
  9. San Francisco, CA
  10. Juneau, Alaska Source: Kiplinger on Yahoo, Finance.


Laminated Gift Annuity Rate Charts.....The American Council on Gift Annuities has announced new gift annuity rates in 2012 which are also effective for 2013, unless changed later.

If you would like a laminated rate chart for the most recent rates simply request one using the following E-mail request


News and Notes....

DOUBLE IN TEN YEARS - The net interest expense paid on our national debt will rise to 13.5% of all federal outlays in 10 years (i.e., by fiscal year 2023) from 6.1% during fiscal year 2013 (source: OMB).

RETIREES ARE MILLIONAIRES? - The maximum retirement benefit paid by Social Security to an individual retiring in 2013 at the full retirement age of 66 is $2,533 per month. $3 million invested in a pre-tax account earning 1% annually on a tax-deferred basis would generate $30,000 per year or $2,500 per month of taxable income, i.e., income taxes are due upon withdrawal from the pre-tax account (source: Social Security).

TWO OUT OF THREE - 64% of all individual tax returns filed in 2010 (91.5 million out of 142.9 million returns) reported less than $50,000 of adjusted gross income (source: Internal Revenue Service).

SUPERSIZE - Obesity is directly or indirectly responsible for 20.6% of health care costs in the United States (source: Journal of Health Economics)

PLANNED GIVING TARGET MARKET - Current census data show that over 40 million people age 65 and older live in the U.S., or 13% of the total U.S. population. This older population is exected to grow to 72 million by 2030. Life expectancy at age 65 is currently 87.


Kudos Corner

In this section I periodically highlight some recent gift expectancies and gift program elements I think will be helpful and informative, not all gifts are included.

Kudos will return in a future issue.


James E. Connell and Associates is a national consulting service devoted to increasing resources for charities using the power of charitable estate and gift planning techniques.

Pinehurst office: PO Box 3335, Pinehurst, NC 28374
Phone: 910-295-6800

Northeast office: 20982 Bayside Avenue, Rock Hall, MD 21661

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