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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.

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Partnership: Hospice Philanthropy Group L.L.C.

Wayne Olson, JD Consulting Associate (Eastern Division)

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



Pinehurst office: PO Box 3335, 15 Pinewild Drive, Pinehurst, NC 28374
Phone: 910-295-6800

Northeast office: 20982 Bayside Avenue, Rock Hall, MD 21661 Phone: 410-639-7758