No surprises.  Bequests still leading the way. Have a great weekend!  
  This is was an interesting exercise.  Even though the results of 30 something organizations...
One of our readers asked us to poll the readership about their planned giving marketing...
Happy July 4th! I know everyone is off from work today, and possibly having trouble...
Small news blip a few days ago – something about the Supreme Court ruling that...
We’re getting closer to having an IRA giving option again. The House Ways and Means...
By Tracy Mlakar, Bob Carter Companies  (Guest post to the Planned Giving Blog – see my comments...
The tax extender-go-round is slowly churning again but the results this time are not guaranteed...

Let's help you!

Jonathan Gudema 5.29.2024 no background
Phone: 908-300-5082

We are happy to hear whatever situation you are dealing with.