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 NYPMIFA, UPMIFA - New York

NJ UPMIFA v. NYPMIFA: Day and Night

March 18, 2011
New York charities, eat your heart out.  Take a look at NJ’s version of UPMIFA: ...
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Category Charitable Lead Trusts, Real Estate

Charitable Deduction for Donating Use of Space? Lead Trust solution?

March 11, 2011
Yesterday’s question of the day:  donor is letting charity use space rent free.  Can he...
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Category Charitable Lead Trusts, Lead Trusts, Planned Giving Vehicles

New Lead Trust Opportunities Created by Tax Relief Act?

March 9, 2011
Among all of the variables created by the Tax Relief Act of 2010, one yet...
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Category Endowments, NYPMIFA, UPMIFA - New York

More NYPMIFA Guidance – Old/Small Funds Provision

March 7, 2011
This piece is based on grapevine information from the NY AG’s office that was given...
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