Kentuckiana
Charitabe Gift Planners....Conference Oct 13, 2023
Presentation
Slides
Kentuckiana
Charitabe Gift Planners....Conference Oct 13, 2023 Handouts
1. Funding
Gift Annuities with Real Estate, Planned Giving Today, July 1997
2. Charitable
Gift Annuity Worksheet memo, July 2005
3. Real
Property Gift Inquiry Form
4. Real
Estate for Charities - UTube white board presenation
5. AHP
Real Estate gift acceptance policies
6. Charitable
Gift Annuity rates for 1 and 2 lives, January 1 2023
7. Real
Estate Gifts promotion ads
Tri-State
AFP - Legacy IRA - New gift option "Does it make sense for your donors?"
Note:
because of current copyright laws - All
of the PowerPoint talks below are available by contacting james@connellandassoc.com
and requesting the infomation.
Susquehanna
Valley Council of Charitable Gift Planners (SVCCGP) - Developing a Volunteer
Handbook for Legacy Giving - June, 2022
SVCCGP
Handouts: Charitable gift flow chart - Planned
gifts at any age - Bequest
challenge campaign primer
Hampton
Roads Gift Planning Council - Developing a Volunteer Handbook for Legacy
Giving - from Indentification to Solicitation. May, 2022
Beaufort
Memorial Hospital Foundation, Board Presentation, March, 2022
Roper
St. Francis Foundation, Legacy Circle, December 2021
McLeod
Health Foundation Professional Advisor Update - November 2021
7
Faces of Philanthropy and Planning My Personal Philanthropy, Leave a Legacy
York County, PA
US
Giving Legacy Report
Evangelical
Community Hospital End Of Year Gift Strategies, November, 2020
McLeod
Professional Advisor Council, Charitable gifts of IRA assets using testamentary
life income strategies to SRETCH IRA payments, November, 2020
NHCPO
2020 Leadership Conference - Creating an Omnipresent Legacy Bequest Program,
March 2020
Zoom
link to recorded above presentation you will have to register but
there is no cost involved
NPHI
Philanthropy Forum - Introduction to the Opportunities and Challenges
of Planned Gifts, Jan 2020
Susquehanna
Valley Council of Charitable Gift Planners - Charitable Gifts of Real
Estate, Nov 2019
McLeod
Health Foundation Professional Advisor Real Estate Presentation Nov 2019
Crescendo
2019 Marketing Study
Charitable
Strategies to increase income under new tax law PDF
Charitable
Strategies to increase income under new tax law PowerPoint
CGA
reinsurance options PDF
CGA
reinsurance options PowerPoint
Evangelical
Hospital presentation in PDF format Taxwise
Giving for Pennsylvania Residents
Sherwood
Oaks presentation in PDF format on 7
Charitable strategies to increase income and decrease taxes, 12 pages
7
Charitable strategies to increase income and decrease taxes, May 2018,
review of new tax law and gift annuity and CRT options
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)
|
