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Category: Bequests

 Category Bequests, Uncategorized, Wealth Transfer

Changes Ahead for Planned Giving?

jgudema
February 24, 2014
As promised, we are continuing with our follow-up to Dr. Russell James‘ webinar “Wills That...
 Tags charitable bequests, Russell James, Wealth Transfer, wills
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 Category Bequests, Uncategorized

What moves people to add any charities to their estate plans?

jgudema
February 18, 2014
As promised in my previous post, I plan to slowly release different data points from...
 Tags bequests, Russell James, Who Leave Bequests
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 Category Bequests, Planned Giving Vehicles, Uncategorized

Results in from bequest counting poll!

jgudema
November 13, 2013
Thank you to the 30 or so people who took our informal poll on the...
 Tags bequest counting, bequest counting poll, bequests, charitable bequests
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 Category Bequests, Planned Giving Commentary, Planned Giving Related News Stories

$6.7 Million Bequest from 1891 Alumni (1891, not 1991) received by McDaniel College!

jgudema
May 13, 2013
I thought that I had seen the oldest planned giving case stretching back into 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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  • 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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