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jonathan@gudemalegacyadvisors.com

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Category: Planned Giving Risk Management

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

When Financial Advisors Get Creative….

jgudema
May 12, 2014
I couldn’t resist using this cartoon again but this time (to see previous post on...
 Tags commercial annuities
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 Category Bequest Risk, Planned Giving Risk Management

Assessing the risk – a key to planned giving success

jgudema
November 10, 2011
When it comes down to precautions in planning giving (i.e. cover yourself letters, seeking your...
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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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 Category CGA Risk, Planned Giving Risk Management, Reinsurance

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

jgudema
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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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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