Planned Giving Vehicles – Page 10 – Gudema Legacy Advisors

 Category Bequests, Planned Giving Vehicles, Uncategorized

Results in from bequest counting poll!

November 13, 2013

Thank you to the 30 or so people who took our informal poll on the...

 Tags bequest counting, bequest counting poll, bequests, charitable bequests

 Category IRA Direct Rollover Gifts, IRAs, Planned Giving Related News Stories

IRA Charitable Rollover Very Likely to Expire 12/31/13

October 28, 2013

Here is a Bloomberg Business Week piece discussing the high likelihood that “tax extenders” will...

 Tags charitable IRA rollover, IRA charitable giving, tax extenders, tax extenders 2014

 Category Charitable Gift Annuities

Cool but tricky gift annuity ideas

Welcome new subscribers to the Planned Giving Blog – thank you for joining our 800...

 Tags cga, Flexible Deferred CGA, Flexible Deferred Gift Annuity, innovative estate planning

 Category Insurance, Uncategorized

Confused about life insurance policies? Me, too.

This is coming from a lawyer/planned giving specialist with 20 years experience in the business....

 Tags life insurance

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