Wed
17
Sep
2003

James F. Normandin

 

 

James Normandin

Executive Vice President for Memorial Medical Center Foundation in Long Beach, California, James Normandin markets, designs and implements a resource service to assist donors and their advisors on the best method of optimizing income and minimizing taxation, utilizing charitable tax planning techniques. As a result of the Foundation's role as trustee, Jim is intimately involved with the administration and investment management of their gift annuity program, 93 charitable remainder trust and its 107 endowments. In this fiduciary capacity, the Foundation currently oversees $104 million in assets.

His frequent seminars and speaking engagements for individuals and professional organizations have earned him a reputation as one of leading specialists in the Charitable Tax Planning field.

Jim is co-founder, Executive Director, and faculty of The American Institute for Philanthropic Studies, an independent, public educational foundation devoted to increasing awareness, training, and participation of planned giving professionals, as well as the legal, tax, and financial communities, in charitable giving. Successful completion of the twelve courses, presented in six modules, leads to a professional designation of "Certified Specialist in Planned Giving" (CSPGcm).

An Eagle Scout and graduate of California State University of Long Beach, he has been a platform speaker for the National Committee on Planned Giving; "Options on the Family Homestead", "How Professionals Can Work Together", and Marketing a Planned Giving Program. He is President of the Board of Directors of Casa Teresa, and past President of the Estate Planning and Trust Council of Long Beach, past President of the Planned Giving Roundtable of Orange County, and publisher and co-editor of "The Charitable Alternative", a newsletter for planning professionals. His memberships include the Long Beach Estate Planning and Trust Council, Orange Coast Estate Planning and Trust Council, and Planned Giving Roundtable of Orange County.

He resides in Costa Mesa, California with his wife Peggy and sons Francis, Nicholas, and Charles (aka Frankie, Nick, and Charlie).

Jim Normandin, EVP
Memorial Medical Center Foundation
Long Beach, California 90801-1428
(562) 933-1667
Fax (562) 933-3652
Email jnormandin@memorialcare.org
http://www.lbmmcf.org