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Category: Planned Giving Commentary

 Category Planned Giving Commentary, Planned Giving Related News Stories

Huguette Clark Planned Giving Nightmare Finally Winds Down

jgudema
April 24, 2014
If you are interested in one of the most intriguing and perplexing planned giving tales...
 Tags Clark, Huegette Clark, Huguette Clark, Huguette Clark; William Andrews Clark
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 Category Bequests, Planned Giving Commentary, Planned Giving Related News Stories, Wealth Transfer

What ever happened to the Boston College/Havens-Schervish Wealth Transfer predictions?

jgudema
March 3, 2014
I probably owe some part of my career in planned giving to the so-called “Wealth...
 Tags Boston College, Center on Wealth and Philanthropy, Havens, Schervish
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 Category Planned Giving Commentary, Research, Uncategorized

New Planned Giving Insights

jgudema
February 10, 2014
If you have a free hour, check out this link to a fascinating web presentation...
 Tags charitable bequests, Decline in Bequests, iMarketSmart, Russell James
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 Category Planned Giving Commentary, Planned Giving Related News Stories

Am I totally wrong

jgudema
August 6, 2013
or is this country living in denial. 18% of today’s Florida population is 65 or...
 Tags baby boomers, planned giving, 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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