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Articles
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Articles IRS Rollover Pension Act 2006 (2007 update) PowerPoint slide show a guide to educate boards and professionalsSample form: Contract to make a Will/Beneficiary designation Sample form: Confidential Planned Gift Confirmation form - Individual Sample form: Confidential Planned Gift Confirmation form - Professional End of Year Charitable Giving- 2007 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 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.
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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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