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Category: Planned Giving Commentary

 Category Planned Giving Commentary, Planned Giving Related News Stories

Tossing the baby out with the bath water: American Cancer dropping direct mail efforts?

jgudema
April 25, 2013
I was taught by a college professor to avoid cliches but sometimes they are so...
 Tags American Cancer Society, Direct Mail
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 Category Planned Giving Commentary

Where is planned giving heading in 2013 and beyond?

jgudema
March 11, 2013
Yes, we all know that this country is getting much older.  But, we also know...
 Tags bequests, trends, trends in planned giving
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 Category Planned Giving Commentary, Wealth Transfer

Trends in Planned Giving 2005-2012 – Free Presentation!

jgudema
March 7, 2013
Interested in seeing what has been happening in planned giving?  Check out this short (15...
 Tags planned giving, planned giving training, trends, trends in planned giving
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 Category Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Still wondering what’s the best year-end giving advice?

jgudema
December 26, 2012
At this point – with only 3 business days left in the year and the...
 Tags charitable deduction, deduction caps, Fiscal Cliff, tax on charitable giving
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Planned Giving Advisors

We designed our planned giving service to be comprehensive (covering legal, marketing, coaching, etc…) and cost effective. Our goal and methods are simple: we enable nonprofit staff to create a strategic approach to their unique circumstances, coach you through the challenges in implementing your program, and are always ready to get directly involved in helping you close a planned gift.

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Blog Articles

  • Power of Attorney Issues Dementia Stroke Alternative POAs November 4, 2025
  • Revocable Living Trusts vs. Wills and Powers of Attorney: A Comprehensive Overview August 14, 2024
  • Cautionary tale – Do you need to update a Power of Attorney when you change state of residence? May 14, 2024
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