About jgudema

Planned giving consultant/guru/entrepreneur. Formerly with a large philanthropic services consulting firm, I launched Planned Giving Advisors, LLC, in the fall of 2011. Before that, I have been in fundraising, planned giving, and/or law since 1992. And, I have advised, served as planned giving officer, consulted and/or been the legal answer guy to well over 200 organizations over that time.
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Happy Thanksgiving, New York Style

November 25, 2009
Happy thanksgiving from Andrew Cuomo, NY Attorney General, that is. I’ve been home with some...
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Category Charitable Remainder Trusts, Charitable Remainder Unitrusts, Ethics, Legal Rulings, Planned Giving Vehicles, Professional Advisors, Uncategorized

Planned Giving Ethics – Merrill Lynch Case Part 1

November 23, 2009
As mentioned last week (see http://theplannedgivingblog.wordpress.com/2009/11/20/planned-giving-nightmare-crt-case/ ), there was a recent court ruling out of...
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Category Charitable Remainder Trusts, Ethics, Legal Rulings, Professional Advisors

Planned Giving Nightmare CRT Case

November 20, 2009
This new legal ruling is for the die hard planned giving folk out there: http://courts.delaware.gov/opinions/%28jt5l5vngapjgmyzobwkq5ejj%29/download.aspx?ID=126540...
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