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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, FEBRUARY AND MARCH, May, June 2019

January 16-19, on site prospect visits with Northwestern Michigan College Foundation staff and prospects

January 29 & February 19, 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.

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James E. Connell FAHP, CSA


BUILDING ENDOWMENTS FOR AMERICA'S NON-PROFITS