Connell and Associates

Helpful Links

Professional Associations and Organizations
AHP - Association of Healthcare Philanthropy	AFP-Association of Fundraing Professionals	CASE-Council for the Advancement and Support of Education
Leave A Legacy	NCPG - National Committee on Planned Giving Now PPP	ACGA- American Council on Gift Annuities
Charity Navigator	Generous Giving	AAFRC- American Association of Fund Raising Councils
Independent Sector	National Hospice and Palliative Care	American Association of Homes and Services for the Aging
AARP - Association for Retired Persons	Guidestar	PPP- Partnership in Philanthropic Planning (formally National Committee on Planned Giving NCPG)
AGB - Association of Govering Boards	Board Source
Fund Raising Resources
Baron Publishing	Chronicle of Philanthropy	Foundation Center
Ford Thompson Consulting	Charitable Planning.com	Planned Giving Resources -- Jim Potter successor site
Planned Giving Today		PGDC-Planned Giving Design Center
Pentra	Renaissance	RR Newkirk
The Stelter Group	Slinclair,Townes & Company	Sharpe Group
Supporting Advancement.com	Tatictal Philanthropy	Smith Prospect Research
North Carolina Planned Giving Council
Gift Annuity Reinsurance Services
Hartford Life	Mutual of Omaha	Lincoln Benefit Life
Web Design and Donation Services
Crescendo Interactive	Future Focus	Virtual Giving
PhilanthroTec	Charity Advantage Donation Service	SharpeNet
Software for Planned Giving and Development
Crescendo	PG Calc	PhilanthroCorp
eTapestry	Blackbaud	Benchmark
Charitable Solutions
Retirement Information and Financial Resources
Center for Retirement Research at Boston College	Find Law - Legal resources	Plan for your Health
Center for Weatlh and Philanthropy	Reverse Mortgage Calculator	Reverse Mortgage AARP Study
Bloomberg.com	Yahoo Finance (current and historical stock quotes)
Governmental Resources
IRS Forms and Publications	Social Security	Savings Bond Values
IRS Sample CRT forms
Books
AARP Crash Course in Estate Planning	Estate Planning & Administration	American Bar Association - Guide to Wills and Estate, 2nd edition
Basic Estate Planning by Clifford	JK Lasser-New Rules for Estate and Tax Planning	Adams- Complete Esate Planning Guide
Tax Economics of Charitable Giving
Financial Calculators - Click here to compute all items below
Compound Interest	Present value	Rate of return
Annuity	Bond Yield	Mortgage
Retirement
Financial Calculators - Click each item to connect to individual calculators
Portfolio performance	Market returns	Roth IRA limits
Tax brackets	State Income Tax Rates
Miscellaneous Helpful Links
Cemetery Plot Broker	Energy rights auction	Philanthropy Quotes
Dechomai Foundation	Unified State Registration	Donate for a Cause
Twilight Wish Foundation

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

"The smallest good deed is better than the grandest intention." ANNOYMOUS

"BUILDING ENDOWMENTS FOR AMERICA'S NON-PROFITS"