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Category: Planned Giving Commentary

 Category Charitable Gift Annuities, Planned Giving Commentary, Planned Giving Related News Stories

The Value of a Gift Annuity Program

jgudema
February 20, 2012
Measuring the value of a gift annuity program is not always as easy as “how...
 Tags charitable bequests, gift annuities, planned giving programs
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 Category Planned Giving Commentary, Planned Giving Related News Stories

Planned Giving Prospects: Long-term Smaller End Donors or Larger Major Gift Donors?

jgudema
December 29, 2011
This is a classic planned giving quandary.  Who are better planned giving prospects: your long-term smaller...
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 Category Planned Giving Commentary, Planned Giving Related News Stories

Penalize the rich…by discouraging their giving to charity???

jgudema
October 5, 2011
I have to admit, I have been burned by so many tax proposals (i.e. taking...
 Tags itemized deductions, Jobs Bill, Obama, tax incentives
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 Category Planned Giving Commentary, Planned Giving Related News Stories

President Obama Proposes to Tax Charitable Giving by the Wealthy?

jgudema
March 2, 2011
As part of the President’s FY 2012 budget proposals, the Administration is proposing to decrease...
 Tags president's budget proposal, tax on charitable giving, tax relief act
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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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