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James E. Connell & Associates publishes a periodic newsletter with interesting comments and ideas useful in your charitable estate and gift planning program. Some of these ideas are based on information we gather from financial planning material and web sites, personal readings, and planned gifts web sites.

The material with its source references has proven to be useful in developing gift strategies for various charities. The newsletter includes a commentary on how the demographic changes and personal planning perspectives of retired individuals can be positioned to secure future charitable gifts.

To be placed on the mailing list to receive this newsletter simply send an e-mail request putting NEWSLETTER SIGNUP in your heading and including your full signature profile to:

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Thank you for your interest.

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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

Cell phone: 910-315-9636

 

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James E. Connell FAHP, CSA


"BUILDING ENDOWMENTS FOR AMERICA'S NON-PROFITS"