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Planned Giving Mentor

Wayne Olson, JD Consulting Associate (Eastern Division)

S. Renee Brida, JD Senior Associate and Lawyer (Western Division)

Professional Partnerships: Hospice Philanthropy Group L.L.C.

 

Current Events

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

September 2021 and Beyond

November 4 - Seven Faces of Philanthropy, Leave a Legacy York County, Pennsylvania

November 9 - End of Year Update and "Poor Man's Charitable Remaninder Trust," McLeod Health, Florence, SC - Professional Advsors

November 11 - Impact on Philanthropy of Proposed Tax changes, Roper St. Francis Foundation, Charleston, SC - Planned Giving Committee Update

Several scheduled conference calls with current clients and follow up with gift annuity prospects.

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James E. Connell FAHP, CSA


BUILDING ENDOWMENTS FOR AMERICA'S NON-PROFITS