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Current Events

Below are a sample of a series of presentations, donor visits and related events that reflect the ongoing activities of Connell & Associates

January, February and March 2018

My Pinehurst office will be closed until February 12th as I travel out of the country. While I will be available by internet my responses may be delayed because of the time difference and quality of my connection.

Therefore, I have made arrangement for two individuals ( contact information below) to answer any questions you may have, especially about the impact of the new tax laws on your prospect’s gifts, develop Crescendo proposals for life income arrangements (gift annuities and charitable trusts), and provide insights into gift strategy alternatives for your prospects.

Feel free to contact Renee Brida JD, 9920 W Camelback #3040, Phoenix AZ 85037, Phone: (479)200-7155 Email:  or

Wayne Olson, Wayne Olson Consulting LLC, 8532 Sedgebrook SE, Owens Cross Roads, Alabama 35763 Phone: (256) 725-3333 office, (256) 924-9223 cell Email: Internet:

Have a successful 2018.   Jim

On site visit: Chapters Health Care, Temple Terrace, FL

Attending: Pride Development Institute, IMPACT: The Powere of Leadership and Story in Fundraising, February 25-28, Pont Vedra Lodge & Club, Ponte Vedra Beach, Florida

Presentation: Southeastern Health, Lumberton, NC "The Win-Win of Legacy Giving" March 6

Community Foundation for Northeast Georgia, Lawrenceville, GA Policy and marketing development for planned gift activities. Campaign planning and implementation of Crescendo web site services

Northwest Michigan College Foundation special donor visits to plan strategy for current and future gift options for capital campaign

Chapters Health System including Lifepath Hospice, Good Shepherd Hospice, Tampa, Lakeland and Sebring, FL, and HPH Foundation of Pasco and Cirtus counties. Review and integrate HPH Foundation charitable gift annuity program into the Chapters Health System. Lakeland Hospice House planned gift campain presentations. Donor proposals, donor visits for planned gift and endowment development.

Spectrum Health System Foundations, Grand Rapids, MI, continue gift annuity development activities

Munson Healthcare Foundations, Traverse City, MI continuing telephone consulting for planned gift activities

Evangelical Community Hospital, Lewisburg, PA, continuing telephone consulting for planned gift activities

McLeod Foundation, Florence, SC, support the activities of the Professional Advisor Counsel and staff and continuing telephone consulting for planned gift activities

Good Counsel Homes, Hoboken, NJ, gift annuity development activities and 1099R reporting

Society of Mary USA, Boston, MA, gift annuity development activities and 1099R reporting

Gwinnett Medical Center Foundation, Lawrenceville, GA finalize gift annuity proposals, donor visits.

Southeastern Regional Medical Center, Lumberton, NC Planned Gift committee meetings and endowment development activities

plus several clients supported by telephone and office activities.



James E. Connell FAHP, CSA