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Planned Giving Mentor

Partnership: Hospice Philanthropy Group L.L.C.

S. Renee Brida, JD Senior Associate and Lawyer

Articles and Presentations

Planned Giving Council of Greater Philadelphia, Building a Professional Advisory Council and Agents of Wealth Program, October 26, 2017

Pride Philantropy Institute, New Orleans: Crescendo Articles on Beneficiary Designations, Part 1, Part 2, Part 3, and Part 4

Qualified Charitable Distributions (QCD), Professional Advisor Strategies and Testamentary Charitable Gift Annuity Case Study...Nov 2016, presentation to SusquehannaValley Planned Giving Council

IRA Charitable Rollover (QCD) Strategy and Options, Testamentary CGA...Nov 2016 presentation to McLeod Professional Advisor Council

IRA Charitable Rollover (QCD) Strategy and Options...Oct 2016 presentation to AFP Central Pennsylvania Chapter

Building a Professional Advisory Council & Agents of Wealth Program... Sept 2016 presentation to Crescendo Practical Planned Giving Conference, Chicago, IL

Changing landscape of charitable giving, gift annuity strategies, charitable trusts return...and...IRA Charitable rollover strategy and options...Sept 2016 presentation sponsored by Grand Traverse Regional Community Foundation, Munson Healthcare Regional Foundations and Northwestern Michigan College Foundation, Traverse City, Michigan

Life Guide: Planning for Special Needs Children...16 page guide for families with special needs children.

Real Estate and Hard to Value Assets: A Case Study in the Opportunities and Challenges....March 2014 presentation to Susquehanna Valley Planned Giving Group, Harrisburg, PA

Charitable Gift Annuity Reinsurance Benefits, Options and Strategy...July 2013 presentation to Susquehanna Valley Planned Giving Group, Harrisburg, Pennsylvania

Gift Plans and Strategies Every Advisors Can Suggest to Clients...May 2013 presentation sponsored by Grand Traverse Regional Community Foundation, Munson Healthcare Regional Foundation and Northwestern Michigan College Foundation, Traverse City, Michigan

Planned Giving for the small shop: Bequests Rule.....NHPCO Marketing/Development/PR Group March 2013 power point slides (large file may require long download)

AFP Suncoast Florida presentation on Gifts of Real Estate.....February 2013 power point slides in PDF format.

Taxes come and go, but death stays the same.....is the title of an article I authored for "Leave a Legacy" News York County, PA.

Marketing Matrix and Calendar for Planned Gift Development, Excel spreadsheet format

Handling Complex Gifts: Case Examples of Real Estate and Mineral Rights Susquehnna Valley Planned Giving Council, June 2011

Case Studies on Integrating CGAs into wealth preservation, enhancement and diversification Minnesota and North Dakota speech, April 2011

Charitable options for business sales Minnesota and North Dakota speech, April 2011

End of year Tax Planning Strategies Every Advisor Can Suggest to Clients

Electronic Gift Receipt sample

Atlanta 2010, Slides June 2010 - Gift plans and strategies every advisor can suggest to clients (large file may take some time to download)

Atlanta 2010, Outlines June 2010 - Gift plans and strategies every advisor can suggest to clients

Little Rock, AK Partnership for Philanthropic Planning (PPP) presentation June 2010 Case study approach to integrating Charitable and Financial Lifecycle Fund Raising with gift annuities into your annual, major and planned gift program (large file, may take some time to download)

IRS Rollover provisions for 2008 and 2009 --- Emergency Economic Stabilization Act of 2008 Power Point slide show a guide to educate boards and professionals

Sample form: Contract to make a Will/Beneficiary designation

Sample form: Confidential Planned Gift Confirmation form - Individual

Sample form: Confidential Planned Gift Confirmation form - Professional

Charitable Gift Annuities Funded with Real Estate....Planned Giving Today article reprint

Gift Annuity for Real Estate Worksheet and Updated CGA rate formula

Sample endowment agreement -lists in a sample protocol format the major issues which must be included in donor endowment agreement

Endowment fund suggested gift levels -indicates sample gift levels for endowment gifts

Building Endowment - 5 steps to success, Richard Green, J. D, and James E. Connell FAHP, CSA, AHP Journal Fall 1998

The Economy, the Government, Donors and Campaigns a PDF files of AHP International Conference presentation, October 2003...note this is a big file and may require extensive download time

Gift Annuity Purchase of Life Insurance -a PDF files showing how the after tax payments from gift annuity agreements supports the leveraged purchase of life insurance

Sample client web sites developed by www.FutureFocus.net:Samples: FirstHealth Foundation Pinehurst, NC, -- BayHealth Medical Center Foundation,, -- McLeod Health Foundation

Moves Management Presentation: Thru a Looking Glass Changing Strategies for Major Gifts AHP Southeast and Rockies Regional Conference, June, 2005, PDF file...note this may require extensive download time

"Are Trust Still Necessary," simple explanation of the various trust tools used in estate planning

Post card promotion for Internet web site from McLeod Foundation, Florence, SC

Shaky Stock Market Insert for gift annuity promotion

January 2010 prospect letter McLeod Foundation with Sharpe Quiz insert

AFP South Carolina Fall Conference presentation on "60 minutes of basic planned gift strategies", PDF file of Power Point slides(large file download may take time)

 

 

 

For Further Information

To request further information on our estate planning and planned gift services or to discuss your current needs contact the office listed below.

JAMES E. CONNELL AND ASSOCIATES
Charitable Estate and Gift Planning Specialist

Main Office

P.O. Box 3335
Pinehurst, North Carolina 28374-3335

Phone: 910-295-6800
Fax: 910-295-6866

Northeast Office

20982 Bayside Avenue
Rock Hall, Maryland 21661

Phone: 910-315-9636

Email

James E. Connell FAHP, CSA


"BUILDING ENDOWMENTS FOR AMERICA'S NON-PROFITS"


   
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