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Planned Giving Mentor

Partnership: Hospice Philanthropy Group L.L.C.

Wayne Olson, JD Consulting Associate (Eastern Division)

S. Renee Brida, JD Senior Associate and Lawyer (Western Division)

 

Professional Associations and Organizations
American Association of Fund Raising Councils (now The Giving Institute)

American Association of Daily Money Managers

American Association of Retired Persons
American Council on Gift Annuities
Association of Fundraising Professionals
Association of Healthcare Philanthropy
Association of Governing Boards of Universities and Colleges

Administration on Aging

Board Source
Caringinfo.org resource for end-of-life care
Council for the Advancement and Support of Education CASE
Charity Navigator
CompassPoint
Council on Foundations
Generous Giving - Charity Navigator
Guidestar or CANDID.
Independent Sector
Leading Edge (formally American Association of Homes and Services for the Aging)
Leave A Legacy Foundation

National Alliance for Care at Home

National Council on Aging
National Center on Elder Abuse
For Good.org Donor Advised Fund giving program
Bonterra's Network for Good (for profit disbursement platform)
National Association of Charitable Gift Planners (formally PPP - Partnership for Philanthropic Planning
The Foundation Directory -CANDID
The Giving Institute (formally American Association of Fund Raising Councils)
Fund Raising Resources
  Baron Publishing Chronicle of Philanthropy Foundation Center
  Helen Brown Group Prospect Research Charitable Planning.com  
  Planned Giving Today/Sage publications FreeWill.com PGDC-Planned Giving Design Center
  Pentra RenPSG (formally Renaissance)  
  Stelter Group Slinclair,Townes & Company Sharpe Group
  North Carolina Planned Giving Council Graduate Studies in Charitable Financial Planning at Texas Tech University Winton Smith and Associates
Linduar Recruting    
  Contract to Make A Will My Faith Will  
Gift Annuity Reinsurance Services
  Hartford Life Mutual of Omaha Lincoln Financial
Web Design and Donation Services
  Crescendo Interactive Future Focus Gift Planning Virtual GivingMagazine
  PlannedGiving.com PG Calc  
  Stelter Pentara

SharpeGroup

Software for Planned Giving and Development
  Crescendo PG Calc PhilanthroCorp
  PlannedGiving.com Blackbaud & ETapestry Benchmark
  Charitable Solutions Planned Giving Interactive  
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) Bankrate.com: Ways to gift money
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 Nursing Home Abuse JUSTICE
  Twilight Wish Foundation Life Insurance Handbook US Trust Study of High Net Worth Individuals 2017
  RheumatoidArthritis.org About Assisted Living.org Charitable Giving Resource Center

 



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: 910-315-9636

Email

James E. Connell FAHP, CSA


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

"BUILDING ENDOWMENTS FOR AMERICA'S NON-PROFITS"