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Category: Planned Giving Commentary

 Category Planned Giving Commentary, Uncategorized

Man’s Search for Meaning and Philanthropy

jgudema
March 28, 2016
I’ve been thinking for several weeks about this book and what it has to do with...
 Tags gift planned services, gift planning consultant, Man's Search for Meaning, Philanthropy, planned giving, Viktor Frankl
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 Category Planned Giving Commentary

Planned Giving Nightmare Finally Winding Down

jgudema
August 26, 2015
For longer term followers of this blog, you should recall the Huguette Clark story as...
 Tags bequests, Huegette Clark, Huguette Clark, Huguette Clark; William Andrews Clark
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 Category IRS scandal, Planned Giving Commentary, Planned Giving Related News Stories, Research, Uncategorized

What’s wrong with this picture?

jgudema
August 5, 2015
Yes, the Planned Giving Blog is apolitical but there are times when I can’t resist...
 Tags Bill Clinton, Bill Hillary and Chelsea Clinton Foundation, Clinton Family Foundation, Hillary Clinton, Step Transactions, William J. Clinton Foundation
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 Category Planned Giving Commentary, Uncategorized

Great Wealth Transfer Is Back?

jgudema
March 20, 2015
I am going to admit that throwing around the idea of Trillions of dollars in...
 Tags Paul Schervish, Schervish, Wealth Transfer
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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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