Planned Giving Related News Stories – Page 13 – Gudema Legacy Advisors

 Category Bequests, Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized, Wealth Transfer

Amazing Planned Giving Statistic: IRS Data Shows Charitable Bequest Donors Triple Their Giving At Death

Thank you to David Joulfaian, an economist/researcher at the U.S. Dept. of Treasury, for unearthing...

 Tags planned giving, planned giving consultants, planned giving data

 Category Insurance, Planned Giving Related News Stories, Uncategorized

Planned Giving Gone Awry: OSU and Pickens can’t undo insurance debacle

This story is slowing making the rounds about T. Boone Pickens, Oklahoma State U. and...

 Tags insurance schemes, Oklahoma State University, osu, t. boone pickens

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

The Value of a Gift Annuity Program

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

 Category Planned Giving Related News Stories, Uncategorized, Wealth Transfer

Stretch IRAs Coming To An End?

February 15, 2012

If you are interested in financial planning – as I am always encouraging fundraisers to...

 Tags ira giving, IRAs, stretch ira

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