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Category: Irrevocable Bequest Pledges

 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 Irrevocable Bequest Pledges, Planned Giving Related News Stories

To Sue or Not, That is the Question

jgudema
August 25, 2016
Click the picture (or here for a PDF of the article Duke University Makes Claim on...
 Tags Aubrey McClendon, Duke University, legally binding pledges, pledges, Wall Street Journal
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 Category Irrevocable Bequest Pledges

Irrevocable Bequests?

jgudema
September 18, 2014
With the number of so-called “real” planned gifts (CRTs, CGAs, CLTs, and even BLTs way...
 Tags Irrevocable Bequest
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 Category Irrevocable Bequest Pledges

If you pledge money to a cause and then die, is the pledge enforceable?

jgudema
April 28, 2011
I saw this question (the title of this post) pop up on the WordPress feature...
 Tags legally binding pledges, pledges
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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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