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Category: Planned Giving Vehicles

 Category Charitable Lead Trusts, Lead Trusts, Planned Giving Vehicles

New Lead Trust Opportunities Created by Tax Relief Act?

jgudema
March 9, 2011
Among all of the variables created by the Tax Relief Act of 2010, one yet...
 Tags clt, lead trusts
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 Category Interest Free Loans to Nonprofits

Interest Free Loans to Nonprofits – not so simple

jgudema
January 18, 2011
Has your nonprofit tried encouraging donors to make interest free loans to your organization? A...
 Tags interest free loans to charity
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 Category IRA Direct Rollover Gifts, Planned Giving Related News Stories

Tax Relief Act – Charitable IRA Rollover Tossed In!

jgudema
December 20, 2010
There are going to be a million comments and explanations of this new tax relief...
 Tags IRA rollover 2010
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 Category Charitable Gift Annuities, Charitable Remainder Annuity Trusts, CRT Conversion to CGA, Planned Giving Vehicles

All’s Not Well, That Doesn’t End So Well (Either)

jgudema
July 30, 2010
This would be a frustration post (but with some interesting gift planning tossed in). Quick...
 Tags cga, Charitable Remainder 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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  • 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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