Connell and Associates

Helpful Links

Of Counsel: Winton C. Smith, Jr., JD

Professional Associations and Organizations
AAFRC - American Association of Fund Raising Councils AADMM - American Association of Daily Money Managers ACGA - American Council on Gift Annuities AFR _ Association of Fundraising Professionals AHP - Association of Healthcare Philanthropy AGB - Association of Govering Boards AARP - American Association for Retired Persons Board Source CASE -Council for the Advancement and Support of Education Charity Navigator CompassPoint Council on Foundations Generous Giving Guidestar Independent Sector Leading Edge (formally American Association of Homes and Services for the Aging) Leave A Legacy National Hospice and Palliative Care Network for Good Nonprofit Times Partnership for Philanthropic Planning (formally National Committee on Planned Giving) The Foundation Center
Fund Raising Resources
Baron Publishing
Chronicle of Philanthropy
Charitable Planning.com
Foundation Center
Ford Thompson Consulting
Graduate Studies Charitable Financial Planning at Texas Tech University
Jerold Panas, Linzy and Partners
North Carolina Planned Giving Council
Pentra
Planned Giving Today
Planned Giving Resources -- Jim Potter successor site
PGDC-Planned Giving Design Center
RR Newkirk
Renaissance
Slinclair,Townes & Company
Sharpe Group
Smith Prospect Research
Stelter Group
Supporting Advancement.com
Tatictal Philanthropy
Winton Smith and Associates
Gift Annuity Reinsurance Services
Hartford Life		Mutual of Omaha	Lincoln Benefit Life
New York Life
Web Design and Donation Services
Crescendo Interactive		FutureFocus.net	SharpeNet
Stelter		VirturalGiving.com
Charity Advantage Donation Service		PhilanthroTec
Software for Planned Giving and Development
Crescendo Interactive		PG Calc	PhilanthroCorp
eTapestry		Blackbaud	Benchmark
Charitable Solutions
Retirement Information and Financial Resources
Center for Retirement Research at Boston		Find Law - Legal resources	Plan for your Health
CollegeCenter for Weatlh and Philanthropy		Reverse Mortgage Calculator	Reverse Mortgage AARP Study
PhilanthropyBloomberg.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	National Philanthropic Trust
Dechomai Foundation		Unified State Registration	Donate for a Cause
Twilight Wish Foundation		Life Insurance Handbook	BankAmerica Study of High Net Worth Individuals 2010

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"