If anyone is interested in continuing with Jim Potter's work, or possibly purchasing the business & website, or even interested in helping to maintain the content of the website, please contact Jim's son - Lee Potter, 16782 Glenhaven Lane, Huntington Beach, CA 92647, 714-310-1100, or email Lee.
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James Benton Potter, born on May 17, 1935, died suddenly on March 8, 2006 of a massive heart attack. He is survived by his son, Lee Potter of Huntington Beach, CA, his sister Fran Hudson of Westcliffe, CO and her husband Ken, as well as his niece Lauren Harrison and nephew, Chris Hudson, who both live in DeKalb, Ill.
Jim's wife, Patsy Potter also survives him and has Alzheimer's. Condolence notes are appreciated; it is best to send them to Lee or Fran.
Planned Giving Resources will remain open with limited services. More about the future of PG Resources will be published here soon.
The Family of Jim Potter has requested any donations be made to Children, Inc. Their website is www.children-inc.org. Mailing address is 4206 Dover Road, Richmond, VA 23221-3267.
Jim has been a dear friend to many and a legend in the Planned Giving industry and we will all miss him a great deal. He worked for more than 15 years at the United Presbyterian Foundation, more than 5 years as National Director of Gift Planning for the American Lung Association and has had his own consulting business, Planned Giving Resources for more than 20 years.
Jim did enormous amounts of volunteer work through the years, most lately as the website update and contact for both the American Council of Gift Annuities and the NCPGC in Washington, DC. He was known for his thoughtful and generous spirit.
Among many awards Jim received over the years, he treasured the NCPGC Distinguished Service Award given to him in 1999 in recognition of his lifetime of service to the Planned Giving Community.
Jim embodied altruism at its very best.
He spoke and was published extensively thorough out the US and Canada on Charitable Gift Annuities and was Chair of the State Regulations Committee for the ACGA for more than 29 years. His groundbreaking work for that committee helped to change the laws and solidify the state regulations on CGAs to make it easier for us in the Planned Giving field and affecting the lives of millions of donors and, through them, 100’s of millions of donees.
We would like to add your comments, stories, or tributes about Jim to this website. Jim's family would love to hear from you too. If you have something to contribute, please Email the Webmaster.
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Over Thirty Years of Experience in Planned Giving!
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Thank You For Visiting Planned Giving Resources
 Planned Giving Resources assists charities in starting or expanding their Planned Giving Program, with help in starting and/or improving a Charitable Gift Annuity Program, including compliance with state regulations, as well as developing, accepting, processing and managing a gift annuity fund. Help and guidance is also available in the areas of Bequest Solicitation and Wills Emphasis, Donor Cultivation, Charitable Remainder Trusts, Charitable Lead Trusts, Pooled Income Funds and Endowment Funds.
 We can help with compliance of state insurance/securities laws that regulate Charitable Gift Annuity Funds, by assisting in the filing for State Permits and State Notifications of annuity gift activity to the various state regulators, now required by at least 22 states, together with calculating the state mandated Required Reserve obligations and the FASB Liabilities for a charity's existing annuity agreements (and other life income plans).
Valuable, unique information about gift annuities is available on this website. The latest state regulatory information, contacts for permits and exemption notices are all here for your use. If you require additional information or assistance, please Contact Us. See BOTH the Summary Report and Overview Report at the top on the State Regulations page. If you are new to this site, be sure to see the First Time Visitor page.
Planned Giving Resources offers affordable consulting and administrative programs that help charities succeed with their charitable gift programs. Contact Us or go to the Order Form and we will respond with a package of information that offers the same quality and value in our services that more than 300 of America's leading nonprofit organizations have already enjoyed. See Client List.
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How to See and Use this Web Site
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Check the First Time Visitor page, print out this page and click on and print out each of the 24 links found there. Some of those pages also have links, so click on them and print them out too. It might take you 60-90 minutes, but you will have a wealth of FREE info that is not available anywhere else.
Also, add your name to our Guestbook and join over 800 others who are advised via e-mail about new info on this site (4 to 5 times a year).
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IMPORTANT: If you have visited this site before (to make sure that your browser gets the latest available page from the website and not from previously viewed data stored on your hard drive), click your 'Control' button and your browser's 'Refresh' or 'Reload' button - at the same time, to ensure that you are viewing the latest version of each page.
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For Information about the actions of the NAIC - to have all 50 states adopt
uniform Gift Annuity Regulations - click on NAIC Draft Law.
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Planned Giving Resources, Inc.
James B. Potter, Planned Giving Consultant
Regular Mail: P.O. Box 665
Baker, Louisiana 70704-0665
Overnight ONLY: 3022 Ray Weiland Drive
Baker, Louisiana 70714
Phone: (225) 774-6700 FAX: (225) 775-6910
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This site was last updated:
June 14, 2006
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Website Design, Hosted & Maintained by:
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