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Category: IRA Direct Rollover Gifts

 Category IRA Direct Rollover Gifts, Uncategorized

Charitable IRA Rollovers Set to Expire! Talk it up now.

jgudema
October 17, 2011
We have known this all year long:  the 2010 tax relief act only extended the...
 Tags charitable IRA rollover, IRA rollover 2010, IRA rollover 2011, IRAs
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 Category IRA Direct Rollover Gifts, Planned Giving Related News Stories

Tax Relief Act – Charitable IRA Rollover Tossed In!

jgudema
December 20, 2010
There are going to be a million comments and explanations of this new tax relief...
 Tags IRA rollover 2010
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 Category IRA Direct Rollover Gifts, Planned Giving Related News Stories

Planned Giving in the news: WSJ Reports on NJ Taxing of IRA Charitable Rollover Gifts

jgudema
December 30, 2009
I am feeling a bit like the grinch. I totally missed this issue of New...
 Tags IRAs
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 Category IRA Direct Rollover Gifts, Irrevocable Bequest Pledges, Planned Giving Vehicles

Planned Giving Tidbits – Beware IRA Giving in NJ and Binding Naming Pledges

jgudema
December 23, 2009
Last week I attended the annual planned giving quiz given by one of my favorite...
 Tags bequest pledges, IRAs, planned gift options
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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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