Planned Giving Risk Management – Gudema Legacy Advisors

 Category Charitable Gift Annuities, Commercially Structured Planned Gifts, Investments, Reinsurance

When Financial Advisors Get Creative….

I couldn’t resist using this cartoon again but this time (to see previous post on...

 Tags commercial annuities

 Category Bequest Risk, Planned Giving Risk Management

Assessing the risk – a key to planned giving success

November 10, 2011

When it comes down to precautions in planning giving (i.e. cover yourself letters, seeking your...

 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?

I worked on the issue of a commerical annuity in a CRT last year – the...

 Category CGA Risk, Planned Giving Risk Management, Reinsurance

Remembering the Spring of 2009 – Let’s not forget the risks involved in Planned Giving

February 15, 2011

I know I promised a NY Times/WSJ style article to my blogosphere readership – that...

 Tags cga, charitable gift annuities, Charitable Remainder Trusts, Reinsurance

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