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Category: Planned Giving Vehicles

 Category Bequests, Planned Giving Commentary, Planned Giving Related News Stories

$6.7 Million Bequest from 1891 Alumni (1891, not 1991) received by McDaniel College!

jgudema
May 13, 2013
I thought that I had seen the oldest planned giving case stretching back into the...
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 Category Account Beneficiary Designations, IRAs

IRA Beneficiary Designations: Easy Planned Gift Option? Not so fast

jgudema
April 17, 2013
We all know that regular IRAs (as well as any qualified retirement account) hold “pre-tax”...
 Tags IRA, IRAs, planned giving
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 Category Charitable Gift Annuities, Planned Giving Related News Stories, Uncategorized

Planned Giving Criminals?

jgudema
March 13, 2013
Oh, yes, there are a few. For now, this story seems to have flown under...
 Tags cga, gift annuities, planned giving criminals, sec
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 Category IRA Direct Rollover Gifts, Uncategorized

Even more interesting IRA giving questions from Fiscal Cliff law…

jgudema
January 10, 2013
What if a donor took an IRA withdrawal in December (which he would like to...
 Tags charitable IRA rollover, Fiscal Cliff, IRAs
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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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