Planned Giving Action Steps: Building Program Success

with James E. Connell 

Join us for our third annual planned giving seminar.  Development professionals, executive directors, staff and board members from nonprofits of all sizes will benefit from this half-day seminar including: 

• Introduction to planned giving and identification of planned giving prospects

• Moving prospects up the giving pyramid from annual to major to planned gift donors

• Review of the fund raising impact of the 2018 tax reform laws with suggested options on how it effects tax sensitive donors and 7 methods every donor can use to decrease their taxes

• Review of IRA rollover (QCD) options and promotional activities

• How to talk to donors about planned giving, planning your visit and follow up activities

• Tools and techniques of planned giving every charity can use

• Charitable gift annuities as the most popular life income agreement in America, including gift annuity reinsurance options

Schedule:

• 8:00-9:00 Registration and Brunch

• 9:00-9:05 Introduction and Thank Yous

• 9:05-10:45 First Session

• 10:45-11:00 Break

• 11:00-12:30 Second Session

About James Connell:

James E. Connell FAHP, CSA has been involved in fund raising and charitable estate planning for almost 40 years.  He holds a BS and MEd. degrees from LaSalle University and the University of Maryland, respectively. He left academia to begin a fund raising career as the Associate Director of Deferred Giving for the Society of Propagation of the Faith in New York City.

Jim began his hospital fund raising career as Director of Planned Giving for Presbyterian-University of Pennsylvania Medical Center, Philadelphia. In 1976, he assumed leadership of the fund raising program of the Robert Packer Hospital/Guthrie Clinic and Donald Guthrie Foundation for Medical Research. Moving to Philadelphia in 1983 as Vice President-Development and Public Affairs, Medical College of Pennsylvania, he led its first comprehensive capital campaign in 15 years. Jim left the position of Director of Planning and Development, Duke Children's Hospital, Durham, North Carolina in 1993 to develop his consulting service on a full time basis.

Jim is involved in several professional and civic activities including the Association for Healthcare Philanthropy (AHP). He has published over 55 articles, several book chapters, and is an experienced speaker as evidenced by his 30 year continuous involvement as an instructor, Dean and Director for AHP's Institute in Healthcare Philanthropy in Madison, Wisconsin. He has twice received the AHP Professional Papers Award and 1997 he was the 27th recipient of the prestigious AHP Harold J. (Si) Seymour International Honors Award, the profession's highest honor. In 2002, he became a Certified Senior Advisor (CSA); one of the first five fund raisers to achieve the CSA professional designation.

Jim founded James E. Connell and Associates a fund raising and consulting firm in 1989. The firm provides charitable estate and gift planning services to non-profit organizations in the US and Canada and performs development audits to improve the strategy to obtain long range endowment growth. James E. Connell and Associates draws on the resources of its National Advisory Board of experienced professionals in the area of fund raising, estate planning and gift planning to support client program development and to complete major donor gifts. Specialty development services are provided in the area of charitable estate planning and planned gift development.

Funded in part through member support of the AFP Foundation for Philanthropy’s BE the CAUSE campaign.

Sponsored by The Myrias Group

Note:  This event is not included in the prepaid membership.  Pre-Registration and payment is required.

With each paid registration, you may bring one board member for FREE!  If you would like to bring a board member with you, please forward their name to Debbie Connolly at director@cfnsv.org.