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Category: Planned Giving Vehicles

 Category IRA Direct Rollover Gifts, Irrevocable Bequest Pledges, Planned Giving Vehicles

Planned Giving Tidbits – Beware IRA Giving in NJ and Binding Naming Pledges

jgudema
December 23, 2009
Last week I attended the annual planned giving quiz given by one of my favorite...
 Tags bequest pledges, IRAs, planned gift options
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 Category Charitable Remainder Trusts, Charitable Remainder Unitrusts, Ethics, Legal Rulings, Planned Giving Vehicles, Professional Advisors, Uncategorized

Planned Giving Ethics – Merrill Lynch Case Part 1

jgudema
November 23, 2009
As mentioned last week (see http://theplannedgivingblog.wordpress.com/2009/11/20/planned-giving-nightmare-crt-case/ ), there was a recent court ruling out of...
 Tags Charitable Remainder Trusts, Ethics, planned giving officer training
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 Category Charitable Gift Annuities, Planned Giving Vehicles, Uncategorized

Planned Giving Challenges – Source for CGAs in the IRS Code

jgudema
November 19, 2009
One of the most annoying challenges you may face as a planned giving professional is...
 Tags cga, planned giving challenges
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 Category Commercial Annuity Option in lieau of CGA, Planned Giving Vehicles

New Planned Giving Option (at least for me)

jgudema
November 12, 2009
A few weeks ago, an old friend emailed me a chart comparing a charitable gift...
 Tags cga, commercial annuities, planned gift options
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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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