S. Renee Brida, JD Senior Associate and Lawyer (Western Division)
Professional Partnerships: Hospice Philanthropy Group L.L.C.
Below are a sample of a series of presentations, donor visits and related events that reflect the ongoing activities of Connell & Associates
JANUARY, FEBRUARY, MARCH, APRIL, MAY, JUNE 2019
January 16-19, on site prospect visits with Northwestern Michigan College Foundation staff and prospects
January, February & March, Long range planning for implementation of comprehensive Charitable Estate and Gift Planning program, Weymouth Center for the Arts and Humanities, Southern Pines, NC
February 5 & 6, Florida prospect visits with Northwestern Michigan College Foundation
March 1, North Carolina Planned Giving Group meeting with Christopher Hoyt, Duke University campus
March 11, Presentation on "Charitable Gift Annuities" to Sherwood Oaks, Cranberry Township, PA
May 21, Presentation on "Taxwise gifting for Pennsylvania donors" Evangelical Community Hospital, Lewisburg, PA
June 5, Presentation on "Planned Giving Actions Steps to begin, modify, expand your program's success" Tri State Chapter AFP, Winchester, VA
Several scheduled conference calls with current clients and follow up with gift annuity prospects.