Current Events

Services

Agreements

Articles

Biography

Clients

Planned Giving Mentor

IRS Downloads

Helpful Links

Contact

Articles

IRS Rollover Pension Act 2006 (2007 update) PowerPoint slide show a guide to educate boards and professionals

Sample form: Contract to make a Will/Beneficiary designation

Sample form: Confidential Planned Gift Confirmation form - Individual

Sample form: Confidential Planned Gift Confirmation form - Professional

End of Year Charitable Giving- 2007

Charitable Gift Annuities Funded with Real Estate....Planned Giving Today article reprint

Gift Annuity for Real Estate Worksheet and Updated CGA rate formula

Sample endowment agreement -lists in a sample protocol format the major issues which must be included in donor endowment agreement

Endowment fund suggested gift levels -indicates sample gift levels for endowment gifts

The Economy, the Government, Donors and Campaigns a PDF files of AHP International Conference presentation, October 2003...note this is a big file and may require extensive download time

Gift Annuity Purchase of Life Insurance -a PDF files showing how the after tax payments from gift annuity agreements supports the leveraged purchase of life insurance

Sample client web sites developed by www.FutureFocus.net:Samples: FirstHealth Foundation Pinehurst, NC, -- BayHealth Medical Center Foundation,, -- McLeod Health Foundation

Moves Management Presentation: Thru a Looking Glass Changing Strategies for Major Gifts AHP Southeast and Rockies Regional Conference, June, 2005, PDF file...note this may require extensive download time

"Are Trust Still Necessary," simple explanation of the varous trust tools used in estate planning.

 

 

For Further Information

To request further information on our estate planning and planned gift services or to discuss your current needs contact the office listed below.

JAMES E. CONNELL AND ASSOCIATES
Charitable Estate and Gift Planning Specialist

Main Office

P.O. Box 3335
Pinehurst, North Carolina 28374-3335

Phone: 910-295-6800
Fax: 910-295-6866

Northeast Office

20982 Bayside Avenue
Rock Hall, Maryland 21661

Phone: 410-639-7758

Email

James E. Connell FAHP, CSA


"BUILDING ENDOWMENTS FOR AMERICA'S NON-PROFITS"


   
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