Current Events

Services

Agreements

Articles

Biography

Clients

Planned Giving Mentor

IRS Downloads

Helpful Links

Contact

 

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 National Committee on Planned Giving American Council on Gift Annuities
Charity Navigator Generous Giving 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  
Fund Raising Resources
Renaissance Planned Giving Today Planned Giving Mentor
PGDC-Planned Giving Design Center RR Newkirk Sharpe Group
The Stelter Group Slinclair,Townes & Company Chronicle of Philanthropy
Foundation Center Baron Publishing  
Web Design Services
Future Focus Virtual Giving Crescendo Interactive
 
Software for Planned Giving and Development
Crescendo PG Calc Philanthro Corp
eTapestry Blackbaud Benchmark
 
Retirement Information and 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
Governmental Resources
IRS Forms and Publications Social Security Savings Bond Values
 
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    

 



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"