S. Renee Brida, JD Senior Associate and Lawyer (Western Division)
James E. Connell and Associates a consulting service dedicated to building endowments for America's nonprofit organizations using charitable estate and gift planning techniques celebrates its 33rd year of servicing clients in 2023.
Our success is directly related to the ability to structure and implement a diverse range of giving options for clients who choose us to assist their donors with charitable giving plans.
Demographic changes in America are creating an unparalleled opportunity for organizations to gain significant gifts by using charitable gift and estate planning techniques.
An estimated 10,500 Americans will turn 65 old each day this year (2023). This group represents the 13th year of 19 years of “Baby Boomers” turning age 65. Also, over 100,000 will make it to ange 70 1/2 which makes them eligible to do a Qualified Charitable Distribution (QCD) from their IRA account. In 2020 the Mandatory Required Distribution date for retirement plans was increased to 72 under the SECURE Act.
By 2027 $8.8 trillion will have transferred from estates to beneficiaries, which may include charitable bequests. Now is the time for your chaity to garner a portion of this transfer using bequests and life income agreements.
James E. Connell and Associates maintain an active National Board of Advisors composed of attorneys, financial advisors, insurance agents, trust officers and fund raising professionals skilled in charitable gift development. The advisor network is available to clients to facilitate the cultivation, solicitation and development of charitable estate planning gifts. Connell & Associates is a member of the following organizations, click on the logo for more information.
For Further Information
To request further information on our estate planning and planned gift services or to discuss your current needs contact the office listed below.
E. CONNELL AND ASSOCIATES
Email: James E. Connell FAHP, CSA
"The smallest good deed is better than the grandest intention." ANONYMOUS
"BUILDING ENDOWMENTS FOR AMERICA'S NON-PROFITS"