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.
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.
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