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 Bequest Risk, Planned Giving Risk Management

Assessing the risk – a key to planned giving success

November 10, 2011
When it comes down to precautions in planning giving (i.e. cover yourself letters, seeking your...
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Category Charitable Freeze

Follow-up to “Charitable Freeze” piece: understanding “discounts”

November 2, 2011
My last piece (click here)  on the so-called “Charitable Freeze” plan got so many viewers...
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Category Charitable Freeze, Uncategorized

“Charitable Freeze” Technique?

October 27, 2011
If you are reading this blog, then you are probably looking for info on the...
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