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jonathan@gudemalegacyadvisors.com

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Category: Lead 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 Gift Annuities, Lead Trusts, Uncategorized

Lead trust to the rescue?

jgudema
September 6, 2018
Ahhhh…the graphic tells the whole story..right?  Look at the cool chart and understand how charitable...
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 Category Charitable Lead Trusts, Gifts of Art and Tangible Property, Lead Trusts, Planned Giving Commentary

Planned Giving Advisors Now Offering Webinars!

jgudema
September 11, 2014
Click here to learn more about upcoming Webinars on various planned giving topics from Planned Giving Advisors! Following-up...
 Tags charitable lead trusts, planned giving campaigns, planned giving webinars
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 Category Charitable Lead Trusts, Lead Trusts, Planned Giving Commentary, Uncategorized, Wealth Transfer

Why Lead Trusts are so rare

jgudema
August 18, 2014
As I follow-up to my previous post, which proved from IRS statistics that very few charitable...
 Tags charitable lead, charitable lead trusts, clt, lead 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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Closed on Weekends

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