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Category: IRA Direct Rollover Gifts

 Category IRA Direct Rollover Gifts, Uncategorized

IRA Rollovers Anytime Soon?

jgudema
November 16, 2015
  I have a Google alert that anytime “tax extenders” is in the news, I...
 Tags charitable IRA rollover, IRA, IRA charitable giving, ira giving, IRAs, planned giving
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 Category IRA Direct Rollover Gifts

Quick and Simple for the Not so Quick and Not so Simple!

jgudema
November 11, 2015
My last post on IRA giving without the IRA law reenacted created a stir among...
 Tags charitable IRA rollover, IRA, IRA charitable giving, ira charitable rollover, ira giving, IRAs
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 Category IRA Direct Rollover Gifts, IRAs, Uncategorized

No charitable IRA rollover, no problem.

jgudema
March 11, 2015
I love that title.  Not mine though.  It is the title to an article in...
 Tags charitable IRA rollover, IRA, IRA charitable giving, ira charitable rollover, ira giving, ira giving 2015
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 Category IRA Direct Rollover Gifts, IRAs, Uncategorized

New Year’s Solutions?

jgudema
December 31, 2014
If you are a planned giving pro, I hope you are working today!  Someone has...
 Tags charitable IRA rollover, IRA, last minute gifts
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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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