Planned Giving Vehicles – Page 14 – Gudema Legacy Advisors

 Category Bequests, Planned Giving Vehicles

Little guys still catch some big ones with Planned Giving

I always kvell (Yiddish for experience joy for someone else’s success) a bit when I...

 Tags planned gift options, planned giving advisors

 Category Bequests, Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized, Wealth Transfer

Amazing Planned Giving Statistic: IRS Data Shows Charitable Bequest Donors Triple Their Giving At Death

Thank you to David Joulfaian, an economist/researcher at the U.S. Dept. of Treasury, for unearthing...

 Tags planned giving, planned giving consultants, planned giving data

 Category Insurance, Uncategorized

Anatomy of a Successful Insurance Gift

After recent posts regarding insurance gifts – both good and bad – I thought we would...

 Tags life insurance, planned gift options, planned giving life insurance, planned giving officer training

 Category Insurance, Planned Giving Related News Stories, Uncategorized

Planned Giving Gone Awry: OSU and Pickens can’t undo insurance debacle

This story is slowing making the rounds about T. Boone Pickens, Oklahoma State U. and...

 Tags insurance schemes, Oklahoma State University, osu, t. boone pickens

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