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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

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 Govering Boards
Administration on Aging
Board Source
CASE Council for the Advancement and Support of Education
Charity Navigator
Council on Foundations
Generous Giving
Independent Sector
Leading Edge (formally American Association of Homes and Services for the Aging
Leave A Legacy

National Hospice and Palliative Care

National Council on Aging
National Center on Elder Abuse
Network for Good
National Association of Charitable Gift Planners (formally PPP - Partnership for Philanthropic Planning
The Foundation Center
RIFT Project Charitable Beneficiary IRA Distribution Resource Center
Fund Raising Resources
Baron Publishing Chronicle of Philanthropy Foundation Center
Ford Thompson Consulting Charitable Planned Giving Resources -- Jim Potter successor site
Planned Giving Today   PGDC-Planned Giving Design Center
Pentra RenPSG (formally Renaissance) RR Newkirk
The Stelter Group Slinclair,Townes & Company Sharpe Group
Supporting Tatictal Philanthropy Smith Prospect Research
North Carolina Planned Giving Council Graduate Studies in Charitable Financial Planning at Texas Tech University Winton Smith and Associates
Fund Services for Advancement Donor Relations Guru Degrees for the Greater Good
Contract to Make A Will    
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 Yahoo Finance (current and historical stock quotes) Ways to gift money

Governmental Resources
IRS Forms and Publications Social Security Savings Bond Values
IRS Sample CRT forms    
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
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 Insurance Information Services 2018 U.S. Trust® Study
of High Net Worth Philanthropy About Assisted Charitable Giving Resource Center New York Times - Time Machine  
Giving DNA Pursuant i Wave

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.

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


James E. Connell FAHP, CSA

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