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Articles
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Articles Atlanta 2010, Slides June 2010 - Gift plans and strategies every advisor can suggest to clients (large file may take some time to download) Atlanta 2010, Outlines June 2010 - Gift plans and strategies every advisor can suggest to clients Little Rock, AK Partnership for Philanthropic Planning (PPP) presentation June 2010 Case study approach to integrating Charitable and Fnancial Lifecycle Fund Raising with gift annuities into your annual, major and planned gift program (large file, may take some time to download) IRS Rollover provisions for 2008 and 2009 --- Emergency Economic Stabilization Act of 2008 PowerPoint slide show a guide to educate boards and professionals Sample form: Contract to make a Will/Beneficiary designation Sample form: Confidential Planned Gift Confirmation form - Individual Sample form: Confidential Planned Gift Confirmation form - Professional Charitable Gift Annuities Funded with Real Estate....Planned Giving Today article reprint Gift Annuity for Real Estate Worksheet and Updated CGA rate formula Sample endowment agreement -lists in a sample protocol format the major issues which must be included in donor endowment agreement Endowment fund suggested gift levels -indicates sample gift levels for endowment gifts Building Endomwent - 5 steps to success, Richard Green, J. D, and James E. Connell FAHP, CSA, AHP Journal Fall 1998 The Economy, the Government, Donors and Campaigns a PDF files of AHP International Conference presentation, October 2003...note this is a big file and may require extensive download time Gift Annuity Purchase of Life Insurance -a PDF files showing how the after tax payments from gift annuity agreements supports the leveraged purchase of life insurance Sample client web sites developed by www.FutureFocus.net:Samples: FirstHealth Foundation Pinehurst, NC, -- BayHealth Medical Center Foundation,, -- McLeod Health Foundation Moves Management Presentation: Thru a Looking Glass Changing Strategies for Major Gifts AHP Southeast and Rockies Regional Conference, June, 2005, PDF file...note this may require extensive download time "Are Trust Still Necessary," simple explanation of the varous trust tools used in estate planning Post card promotion for Internet web site from McLeod Foundation, Florence, SC Shaky Stock Market Insert for gift annuity promotion January 2010 prospect letter McLeod Foundation with Sharpe Quiz insert AFP South Carolina Fall Conference presentation on "60 minutes of basic planned gift strategies", PDF file of PowerPoint slides(large file download may take time)
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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. JAMES
E. CONNELL AND ASSOCIATES
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