The Susquehanna Valley Council of Charitable Gift Planners
The Susquehanna Valley Council of Charitable Gift Planners is a professional association for people whose work includes developing, marketing, and administering charitable planned gifts. These people include fund raisers for nonprofit organizations, and donor advisors,such as attorneys and financial advisors, who work together to promote philanthropy.
Friday, November 15
Jim Connell on Receiving Gifts of Real Estate
Our program will feature James E. Connell, FAHP, CSA, President of Connell & Associates Charitable Estate and Gift Planning Specialists, as he offers special tips and traps when receiving gifts of real estate.
8:00 am: Coffee, bagels and networking
8:30 am: Educational program and discussion
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A Message from the President
Hello and thank you for visiting our site.
As a financial professional, I find our educational programs invaluable. Each of our programs has given me new ideas and information to share with my clients and colleagues. These education events also provide a great opportunity for me to network with fellow financial advisors, attorneys, accountants and development professionals.
In 2018, finalized our first ever Strategic Plan. It was developed using feedback and information from our members. Your input helps us deliver current, relevant educational programs that will help you in your professional endeavors.
Finally, if you are currently a member, thank you. Please tell a colleague of the benefits you receive from your membership. If not, let’s change that. You will find great value in your membership (only $50!) and involvement with the Susquehanna Valley Council of Charitable Gift Planners (SVCCGP).
Want more information? Feel free to call me at 717-509-4521 and we can discuss the numerous benefits that I have received from my membership over the past 20 years.
All the Best,
Mark A. Vergenes, MIRUS Financial Partners
Susquehanna Valley Council of Charitable Gift Planners