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Category: Planned Giving Vehicles

 Category Charitable Gift Annuities, Planned Giving Vehicles

Planned Giving Lesson of the Week – To Start (or Keep) a CGA Program or Not?

jgudema
February 19, 2010
I struggle often about gift annuities (“CGA”) – are they all they are cracked up...
 Tags cga, gift annuities, new programs, small programs
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 Category Insurance, Planned Giving Related News Stories

Finally – Charitable Insurance Fiasco Makes the NY Times

jgudema
February 16, 2010
Thanks to David Moss who forwarded this story to me from the New York Times....
 Tags insurance schemes
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 Category Irrevocable Bequest Pledges, Planned Giving Related News Stories

Pledge Enforcebility: Don’t Try This at Home

jgudema
January 21, 2010
I am a major fan of irrevocable bequest pledges (another $1+ million one closed last...
 Tags bequest pledges
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 Category IRA Direct Rollover Gifts, Planned Giving Related News Stories

Planned Giving in the news: WSJ Reports on NJ Taxing of IRA Charitable Rollover Gifts

jgudema
December 30, 2009
I am feeling a bit like the grinch. I totally missed this issue of New...
 Tags 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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  • 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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