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+1 908-300-5082
jonathan@gudemalegacyadvisors.com

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Category: Planned Giving Related News Stories

 Category Planned Giving Related News Stories, Uncategorized

Big Estate and Gift Tax Changes Happening by Nov. 23?

jgudema
November 10, 2011
Very interesting tax issue that was brought to my attention by New York T &...
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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 Related News Stories

Check out this job posting – for fun

jgudema
September 28, 2011
Great title and great responsibilities.  Pay might be a problem – check it out. And,...
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 Category Charitable Remainder Annuity Trusts, Legal Rulings, Planned Giving Related News Stories, Planned Giving Risk Management

Commercial annuity as investment option for a Charitable Remainder Trust?

jgudema
July 19, 2011
I worked on the issue of a commerical annuity in a CRT last year – the...
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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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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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Mon - Fri: 9:00 - 5:00 EST
Closed on Weekends

Phone +1 908-300-5082

Address: 12 Bradford Street, Passaic, NJ 07055

eMail: jonathan@gudemalegacyadvisors.com

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