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Planned Giving Mentor

Wayne Olson, JD Consulting Associate (Eastern Division)

S. Renee Brida, JD Senior Associate and Lawyer (Western Division)

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

 

Current Events

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

January - July 2020

January 24 - National Partnership for Hospice Innovation, Celebration, FL presentation "Introduction to the Opportunities and Challenges of Planned Gifts"

March 27 - NHCPO 2020 Leadership and Advocacy Conferenece, National Harbor, MD - presentation "Creating an Omnipresent Legacy Bequest Program" (postponed)

May 11 - Association Foundation Group edge Conference - Washington, DC presentation "Blended Gifts - a fundraising key to growing endowment resources" (moved to August 26)

Several scheduled conference calls with current clients and follow up with gift annuity prospects.

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James E. Connell FAHP, CSA


BUILDING ENDOWMENTS FOR AMERICA'S NON-PROFITS