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Professional Partnerships: Hospice Philanthropy Group L.L.C.

 

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Graduate Studies Charitable Financial Planning at Texas Tech University

Heaton Smith Group
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North Carolina Planned Giving Council
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Planned Giving Design Center-PGDC

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Stelter Group
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Tatictal Philanthropy
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Crescendo Interactive FutureFocus.net

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Charity Advantage Donation Service PhilanthroTec
Software for Planned Giving and Development
Crescendo Interactive PG Calc PhilanthroCorp
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Center for Retirement Research at Boston Find Law - Legal resources Plan for your Health
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Governmental Resources
  IRS Forms and Publications Social Security Savings Bond Values
IRS Sample CRT forms    
Books for fund raising and finanical planning
  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
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Annuity Bond Yield Mortgage
Retirement    
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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 2012

 



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


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