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Category: Planned Giving Commentary

 Category Charitable Remainder Unitrusts, Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Are people that gullible? Trashy article on Mitt’s Planned Gift fools too many!

jgudema
November 5, 2012
I was hoping to show how Mitt’s 1996 CRUT (click here to see previous post...
 Tags Charitable Remainder Trusts, Charitable remainder unitrusts, Mitt Romney
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 Category Planned Giving Commentary

To Ask or Not…That is the million dollar planned giving question!

jgudema
October 19, 2012
General fundraisers can all agree to one principle of fundraising: an “ask” for money has...
 Tags gift planning services, planned giving, planned giving officer training
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 Category Planned Giving Commentary, Planned Giving Related News Stories

More on Student Loan Bubble

jgudema
September 5, 2012
Since I am basically in the endowment building business, its no wonder I keep harping...
 Tags Student Loan Crisis
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 Category Planned Giving Commentary, Uncategorized

Finally, a Definition for Planned Giving

jgudema
July 2, 2012
One of the biggest challenges in being a planned giving professional is clearly defining what...
 Tags giving usa, Giving USA 2012, planned 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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  • 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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