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Category: Planned Giving Vehicles

 Category Charitable Remainder Unitrusts, Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Are people that gullible? Trashy article on Mitt’s Planned Gift fools too many!

jgudema
November 5, 2012
I was hoping to show how Mitt’s 1996 CRUT (click here to see previous post...
 Tags Charitable Remainder Trusts, Charitable remainder unitrusts, Mitt Romney
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 Category Charitable Remainder Unitrusts

Finally, Planned Giving Gets into the Presidential Campaign!

jgudema
October 31, 2012
Just when I thought that I wouldn’t have any topics to blog on until after...
 Tags Charitable Remainder Trusts, crt, Mitt Romney, planned gift options, planned giving
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 Category IRA Direct Rollover Gifts

Wall Street Journal on IRA Rollover Law

jgudema
September 20, 2012
Last week, finally one of the major media outlets devoted a few paragraphs to the...
 Tags charitable IRA rollover, IRAs
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 Category IRA Direct Rollover Gifts, Uncategorized

Tax Extender Bill Starts Smoothly in Senate: IRA Charitable Rollover Makes First Cut

jgudema
August 15, 2012
Wondering about the IRA Charitable Rollover?  Any chance for its return? On August 3, the...
 Tags charitable IRA rollover, IRA, IRA charitable giving
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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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