Connell and Associates

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
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
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

Fund Raising Resources
Baron Publishing	Chronicle of Philanthropy	Foundation Center
Helen Brown Group Prospect Research	Charitable Planning.com	Planned Giving Resources -- Jim Potter successor site
Planned Giving Today	FreeWill.com	PGDC-Planned Giving Design Center
Pentra	RenPSG (formally Renaissance)	RR Newkirk (now part of Sharpe Group)
The Stelter Group	Slinclair,Townes & Company	Sharpe Group
Supporting Advancement.com	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		Sharpe Group
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
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"