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Category: Charitable Remainder Annuity Trusts

 Category Bequests, Charitable Gift Annuities, Charitable Lead Trusts, Charitable Remainder Annuity Trusts, Charitable Remainder Unitrusts, IRA Direct Rollover Gifts, IRAs, Irrevocable Bequest Pledges, Lead Trusts, Planned Giving Careers, Planned Giving Marketing, Planned Giving Vehicles

Summer 2019 Webinar Training Announcement

jgudema
May 14, 2019
This is our 6th year of offering convenient and cost effective webinar training programs!  Check...
 Tags Trump Tax Plan
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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 Charitable Gift Annuities, Charitable Remainder Annuity Trusts, CRT Conversion to CGA, Planned Giving Vehicles

All’s Not Well, That Doesn’t End So Well (Either)

jgudema
July 30, 2010
This would be a frustration post (but with some interesting gift planning tossed in). Quick...
 Tags cga, Charitable Remainder Trusts
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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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