Current Events







Helpful Links

IRS Downloads

July Newsletter 2011

Newsletter Archives

Planned Giving Mentor

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

Quotes for today: The quote this month comes from the obituary of Frederick Erwin Foerster, M. D. as published in The New Mexican, Monday August 1, 2011.

"All that we've been given by those who came before, the dream of a nation where freedom would endure. The work and prayers of centuries have brought us to this day. What shall be our legacy, what will our children say? Let them say of me, I was one who believed in sharing the blessing I received. Let me know in my heart when my days are through, America, America, I gave my best to you."


New Web Service Link: You will find a link on the picture on the left to the current issue of "Senior Spirit" a publication of the Society of Senior Advisors. The link will take you to the most recent newsletter with several topics of interest to seniors. This will help you understand the senior market and all the financial and psychosocial elements they face. It will enable you to design your marketing approaches to meet their needs as their charitable life and financial life merges.

This link is also on my main web site page and will connect to the most recent "Senior Spirit" publication. So check back often to get the latest news.


Video on Estate Planning.....For everyone who has a planned gift web site presence and video links check out the creative approach used by Jason Chandler, President at Gwinnett Medical Center Foundation, to promote good estate planning.


Estate Planning for Unmarried and Same Sex Couples.....If you work with unmarried and/or same sex couples you will want to review an article by Brian Boys of the Oast & Hook P.C. law firm as published in the August 19th issue of Oast & Hook News. You may also sign up for their newsletter.


Welcome new Client.....I am pleased to welcome Georgia Gwinnett College Foundation, Lawrenceville, GA, Lori M. Buckheister, Director of Development to our client list. The College will be implementing a Charitable Gift Annuity program under the State of Georgia regulations, developing a prospect list, and marketing materials for this vital effort for the advancement team.


10 Ways Advisors Screw up Sales Meetings -- and what to do about the title of an article by Michael Lovas.

Read it as a fundraiser and recall your most recent gift proposal to see how the following could have effected your success. 1. Focusing on yourself; 2. Talking too much; 3. Not asking questions; 4. Asking the wrong questions; 5. Confusing them; 6. Excluding the real decision maker; 7. Claiming credibility rather than demonstrating it; 8; Not speaking the "language;" 9. Making is difficult to work with you; 10. Not recognizing "hot buttons;" 11. Not showing respect; and 12. Being needy.


News and Notes....WORKING FOR THE GOVERNMENT - 1 out of every 6 American workers is employed by the government, either at the federal, state or local level. When you remove the 7.9 million public school teachers nationwide from the calculation (teachers are technically local government employees), the ratio falls to 1 out of every 9 American workers is a government employee (source: Department of Labor).

LESS THAN FIVE PERCENT - The population of the USA is 312 million. Only 1 out of every 22 people in the world is an American (source: Census Bureau).

LONG LIFE - The oldest person in the world turned 115 years old on August 26, 2011. American citizen Besse Cooper, born 8/26/1896 in Tennessee, lives in a nursing home in Georgia (source: Guinness World Records).

FOR SALE - As of 7/31/11, there were 3.65 million unsold existing homes in the USA (i.e., not counting new homes on the market that have not been previously occupied). 3 years earlier (7/31/08), there were 4.58 million existing homes for sale (source: National Association of Realtors).

TAXABLE AND NONTAXABLE - In 2009, Americans filed 140.5 million individual tax returns. 58% of those returns (81.9 million returns) paid 100% of the federal income tax paid by all taxpayers ($866 billion of tax was paid). 42% of those returns (58.6 million returns) legally paid zero federal income tax (source: IRS).

RICH KIDS - 86 Americans under the age of 18 filed individual tax returns in 2009 and reported adjusted gross income of at least $1 million (source: Internal Revenue Service).

MOST OF THE FOLKS - 79% of US taxpayers report less than $100,000 in adjusted gross income (source: IRS).


Seminar for Professional Advisors....If you work with professional advisors I am currently offering a new seminar called: Case Study Approach to Integrating Charitable Gift Annuities into Wealth Preservation, Wealth Enhancement and Portfolio Diversification. It includes 16 case studies and related material to encourage professional advisors to discuss charitable solutions to their clients.

This seminar will help professional advisors unlock the hidden potential in donor assets and increase your gift annuity program.

The cost is $2,500 plus travel expenses for the two hour presentation which has been previously approved for CEU credits in some states. To discuss available dates send me an email requesting further information.


Kudos Corner

This is a new section where I will be periodically highlighting some gift expectancies and gift program elements I think will be helpful and informative, not all gifts are included.




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, 15 Pinewild Drive, Pinehurst, NC 28374
Phone: 910-295-6800

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

To unsubscribe from this newsletter click this link and in the title line put unsubscribe