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Planned Giving Mentor

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

September, October, November and December 2017

On-site visits: Munson Medical Center and Northwestern Michigan College Foundation, Travers City, MI, working with prospects and donors

On site visit: Visiting Nurse Home Care & Hospice of Carroll County and Western Maine, North Conway, NH

On site visit: Chapters Health Care, Temple Terrace, FL

Attending: Crescendo Practical Planned Giving Conference, San Diego, CA Sept 25-27

Attending: National Association of Charitable Gift Planners, Baltimore, MD October 10-11

Attending and exhibiting: Association for Healthcare Philanthropy, New Orleans, LA October 18 -21

Presentation: Planned Giving Council of Greater Philadelphia, Presentation Topic: Building a Professional Advisory Council & Agents of Wealth Program, October 26

Presentation: Evangelical Hospital, Lewisburg, PA "The Win-Win of Legacy Giving" October 27

Presentation: McLeod Medical Foundation, Florence, SC "Gift strategies that almost worked but didn't"

New England Association for Healthcare Philanthropy, Portland, ME Presentation Topic: Building and Managing Successful Advisor Relationships, March 6

Pride Philanthropy, New Orleans, LA Presentation Topic: "Don't Fear the Reaper," Promoting Planned Gifts and Wills, March 9

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 visit to plan strategy for current and future gift options for capital campaign

Keystone Partnership and Keystone Human Services continuing activities for development of special needs trust activities and charitable gift annuity program

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. Work on strategy for increasing six figure planned gift commitments. Plan sale strategy for "S corporation."

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