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jonathan@gudemalegacyadvisors.com

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Category: IRA Direct Rollover Gifts

 Category IRA Direct Rollover Gifts, Uncategorized

Tax Extender Bill Starts Smoothly in Senate: IRA Charitable Rollover Makes First Cut

jgudema
August 15, 2012
Wondering about the IRA Charitable Rollover?  Any chance for its return? On August 3, the...
 Tags charitable IRA rollover, IRA, IRA charitable giving
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 Category IRA Direct Rollover Gifts

2012 IRA Giving Alert – Interesting Question

jgudema
May 2, 2012
This morning at Planned Giving Advisors, we sent out an email with donor-ready, “cut and...
 Tags IRA charitable giving, IRA rollover, IRA rollover 2012, Required Minimum Distributions, RMD 2012
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 Category Charitable Gift Annuities, IRA Direct Rollover Gifts, Planned Giving Vehicles, Real Estate, Year End Giving

Year-End Giving Quandaries

jgudema
December 15, 2011
The year is winding down and with two weeks left, if you are a planned...
 Tags cga, gift annuity, ira rollovers, IRAs, real estate, single member llc, stock, year end giving
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 Category IRA Direct Rollover Gifts

Donors with second thoughts on using IRA charitable rollover after taking RMD already?

jgudema
November 3, 2011
Great question came to me today. An age 70.5+ supporter heard that he could have...
 Tags charitable IRA rollover, rmd
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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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  • 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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Phone +1 908-300-5082

Address: 12 Bradford Street, Passaic, NJ 07055

eMail: jonathan@gudemalegacyadvisors.com

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