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Category: Planned Giving Vehicles

 Category IRA Direct Rollover Gifts, IRAs, Uncategorized

IRA Law Passes! Permanently!!

jgudema
December 21, 2015
The IRA giving provision is on the books again!  Hooray! Now what? It is December...
 Tags charitable IRA rollover, IRA, IRAs
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 Category IRA Direct Rollover Gifts, IRAs, Uncategorized

IRA Giving Getting Closer (and Possibly Permanent!)

jgudema
December 16, 2015
Thank you PPP for your announcement  – click the picture to see it.  Yes, we...
 Tags IRA, IRA charitable giving, IRA rollover, IRA rollover 2010, IRAs
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 Category IRA Direct Rollover Gifts, Uncategorized

IRA Rollovers Anytime Soon?

jgudema
November 16, 2015
  I have a Google alert that anytime “tax extenders” is in the news, I...
 Tags charitable IRA rollover, IRA, IRA charitable giving, ira giving, IRAs, planned giving
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 Category IRA Direct Rollover Gifts

Quick and Simple for the Not so Quick and Not so Simple!

jgudema
November 11, 2015
My last post on IRA giving without the IRA law reenacted created a stir among...
 Tags charitable IRA rollover, IRA, IRA charitable giving, ira charitable rollover, ira giving, 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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