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jonathan@gudemalegacyadvisors.com

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Category: Planned Giving Marketing

 Category Bequests, Charitable Gift Annuities, Charitable Lead Trusts, Charitable Remainder Annuity Trusts, Charitable Remainder Unitrusts, IRA Direct Rollover Gifts, IRAs, Irrevocable Bequest Pledges, Lead Trusts, Planned Giving Careers, Planned Giving Marketing, Planned Giving Vehicles

Summer 2019 Webinar Training Announcement

jgudema
May 14, 2019
This is our 6th year of offering convenient and cost effective webinar training programs!  Check...
 Tags Trump Tax Plan
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 Category Planned Giving Marketing, Uncategorized

Catch their attention, inspire them, and get them thinking

jgudema
November 21, 2016
I came across this picture and quote of Stephen Covey (click here to go to the...
 Tags covey, legacy giving, live love laugh leave a legacy, stephen covey, stephen r. covey
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 Category Planned Giving Marketing, Uncategorized

Nicest Planned Giving Website Award!

jgudema
August 23, 2016
There are plenty of really nice planned giving websites out there and plenty of not...
 Tags planned giving websites
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 Category Planned Giving Marketing

Planned Giving Marketing Poll

jgudema
July 10, 2014
One of our readers asked us to poll the readership about their planned giving marketing...
 Tags Planned Giving Marketing
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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.

Featured Videos

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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Closed on Weekends

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