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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

April to June, 2015

Susquehanna Valley Planned Giving Council, Harrisburg, PA, May 15, 2015, presentation: "Cautionary Tales and a Potpourri of Planned Giving Tools and Techniques"

Santa Fe Opera, Santa Fe, NM prospect seminar: "Creative Estate Approaches to enhance your Philanthropy and support the Santa Fe Opera" June 2nd, and marketing activities for planned gift program expansion.

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. Donor proposals, donor visits for planned gift and endowment development.

Spectrum Health System Foundations, Grand Rapids, MI, finalize all documents for recent $1,000,000 gift annuity

Munson Medical Center, Travers City, MI planned gift meetings with donor prospects for planned gift, May 19 - 21, 2015.

Yavapai Medical Center, Prescott, AZ develop charitable trust strategy for purchase of physician corporate office building, provide template of required activieties, relate to professional advisors and donors as required. Support of all planned gift development activities.

Evangelical Community Hospital, Lewisburg, PA, planning session for spring seminar and donor visits on May 14, 2015.

McLeod Foundation, Florence, SC, support the activities of the Professional Advisor Counsel and staff. Finalize $50,000 life insurance policy for physician support.

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.

Southeastern Regional Medical Center, Lumberton, NC Planned Gift committee meetings.

Treasure Coast Hospice, Stuart, FL Review Legacy Society membership options with every board member of parent corporation and Foundation.

Health First Foundation, Melbourne, FL planned gift activies and donor development for spring seminar.

Malta House, Norwalk, CT, planned gift activies in support of new director and board.

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