October 2007 Newsletter

Fall is here and as I write this newsletter there are only 88 days left for donors to receive their charitable contribution deduction for outright and planned gift agreements. Monitor your marketing plans carefully. With the stock market increases this year we should see some unique opportunities in the planned gift area.

Click this link for your August 2007 issue of Planned Giving Mentor in PDF format. This issue covers explanations on "Charitable Lead TrusGift Ideas for Homeowners, and Creative Gift Planning involves asking the right Questions." This is a fact filled issue you will not want to miss.

Click this link for your September 2007 issue of Planned Giving Mentor in PDF format. This issue covers the very interesting topics of "Communicating your Successes and the role of Planned Giving in Capital Campaigns."

I have just finished an article titled "Consider These Committees" for the November issue of PGM covering the use of professionals in the development and marketing of your program.

A complete collection of past Connell & Associated authored PG Mentor articles along with other useful items check out Planned Giving Mentor.

Connell & Associates is please to welcome Robert S. Ruark CFRE, Executive Director of Development of AnMed Medical Center, Anderson, NC as a new client.
End of Year Gift Ideas....Each year I publish several gift strategies you may wish to discuss with your committee or board. They provide examples of how to use the benefits of the charitable gift annuity deduction can be used to increase income, decrease taxes and diversify portfolios. It is available under Articles or simply click this link.

News and Notes...this section covers some interesting information you can use with donors and prospects.

In 2006 83% of America’s said they contributed to charity but their total giving decreased from $1,352 to $1,220.

Only 32% of US adults have a positive feeling about charitable organizations and what is striking about the data is that the closer Americans get in age to being those who will transfer wealth, the less they trust the non-profits who seek to receive that wealth. Not a good sign for planned giving. ......And while we are on this topic American actually trust infomercial (26%) more than they do Congress (20%) and used car salesmen (17%) score higher than corporate executives (13%).

On the bright side...Almost 90% of the richest Americans say the primary reason they give to charity is they believe in specific causes and have a desire to "give back to society" according the the latest US Trust Survey of Affluent Americans released in April.

The above information compiled from information supplied by www.moderndonor.com


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October Newsletter



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