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.
Category Charitable Gift Annuities

How does that CGA deduction and tax-free income really work?

February 19, 2019
Every now and then, someone asks an obvious question – one staring us right in...
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Category Uncategorized

The Ultimate Planned Gift Story

January 15, 2019
You might be thinking that this story will be about one of the sweet old...
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Category Charitable Lead Trusts, Uncategorized

Think you know Charitable Lead Trusts?

December 10, 2018
Lead Trusts are never simple – Read this carefully if you ever plan to talk...
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Category Uncategorized

2018 Tax Reform Still a Mystery? Repeat of Tax Briefing for Fundraisers coming up!

October 29, 2018
Still wondering how the 2018 Tax Reform bill impacts you and/or your donors? If you...
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