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Current Events

Below are a sample of a series of presentations, donor visits and related events that reflect the ongoing activities of Connell & Associates

April, May and June 2018

May 14 - Presentation: Southeastern Health, Lumberton, NC "7 Charitable strategies to decrease your taxes and increase your income"

May 15 - Augusta Health Foundation, Fishersville, VA Gift annuity taskforce first meeting to develop new program

May 18 - Presentation: Evangelical Hospital, Lewisburg, PA "7 Charitable strategies to decrease your taxes and increase your income"

May 22 - Presendation: Bayhealh Foundation, Dover, DE "7 Charitable strategies to decrease your taxes and increase your income"

June 4 - Chapters Health System, Temple Terrace, FL Staff training

May 12, 13, 14 - Presentation to staff of Munson Health Care Foundation and Northwestern Michigan College "Foundation on Fundraising Implications of new Tax Law" and donor/prospect interviews at each facility

May 19 - Southeastern Health Foundation Prospect reviews

May 15 - Augusta Health Foundation, Fishersville, VA Gift annuity taskforcesecond meeting to develop new program

______________________________________________________________________

My Pinehurst office will be closed betwen June 23 and July 23 for as I ravel out of the country. While I will be available by internet my responses may be delayed because of the time difference and quality of my connection.

Therefore, I have made arrangement for two individuals ( contact information below) to answer any questions you may have, especially about the impact of the new tax laws on your prospect’s gifts, develop Crescendo proposals for life income arrangements (gift annuities and charitable trusts), and provide insights into gift strategy alternatives for your prospects.

Feel free to contact Renee Brida JD, 9920 W Camelback #3040, Phoenix AZ 85037, Phone: (479)200-7155 Email: renee@connellandassoc.com  or srbrida@gmail.com

Wayne Olson, Wayne Olson Consulting LLC, 8532 Sedgebrook SE, Owens Cross Roads, Alabama 35763 Phone: (256) 725-3333 office, (256) 924-9223 cell Email: wayne@wayneolson.com Internet: www.wayneolson.com

Have a successful 2018.   Jim

Community Foundation for Northeast Georgia, Lawrenceville, GA Policy and marketing development for planned gift activities. Campaign planning and implementation of Crescendo web site services

Northwest Michigan College Foundation special donor visits to plan strategy for current and future gift options for capital campaign

Chapters Health System including Lifepath Hospice, Good Shepherd Hospice, Tampa, Lakeland and Sebring, FL, and HPH Foundation of Pasco and Cirtus counties. Review and integrate HPH Foundation charitable gift annuity program into the Chapters Health System. Lakeland Hospice House planned gift campain presentations. Donor proposals, donor visits for planned gift and endowment development.

Spectrum Health System Foundations, Grand Rapids, MI, continue gift annuity development activities

Munson Healthcare Foundations, Traverse City, MI continuing telephone consulting for planned gift activities

Evangelical Community Hospital, Lewisburg, PA, continuing telephone consulting for planned gift activities

McLeod Foundation, Florence, SC, support the activities of the Professional Advisor Counsel and staff and continuing telephone consulting for planned gift activities

Good Counsel Homes, Hoboken, NJ, gift annuity development activities and 1099R reporting

Society of Mary USA, Boston, MA, gift annuity development activities and 1099R reporting

Gwinnett Medical Center Foundation, Lawrenceville, GA finalize gift annuity proposals, donor visits.

Southeastern Regional Medical Center, Lumberton, NC Planned Gift committee meetings and endowment development activities

plus several clients supported by telephone and office activities.


 

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James E. Connell FAHP, CSA


BUILDING ENDOWMENTS FOR AMERICA'S NON-PROFITS