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Category: Research

 Category Research, Uncategorized

Giving Gap (Fidelity high net wealth survey) – What can we learn?

jgudema
December 14, 2016
Fidelity came out earlier this year with a very interesting survey entitled The Giving Gap...
 Tags Fidelity, Giving Gap, High net wealth
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 Category IRS scandal, Planned Giving Commentary, Planned Giving Related News Stories, Research, Uncategorized

What’s wrong with this picture?

jgudema
August 5, 2015
Yes, the Planned Giving Blog is apolitical but there are times when I can’t resist...
 Tags Bill Clinton, Bill Hillary and Chelsea Clinton Foundation, Clinton Family Foundation, Hillary Clinton, Step Transactions, William J. Clinton Foundation
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 Category Planned Giving Commentary, Research, Uncategorized

New Planned Giving Insights

jgudema
February 10, 2014
If you have a free hour, check out this link to a fascinating web presentation...
 Tags charitable bequests, Decline in Bequests, iMarketSmart, Russell James
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 Category Research, Uncategorized

UK Getting Into Planned Giving?

jgudema
June 24, 2013
When asked about overseas planned giving, I usually reply that it is basically a U.S....
 Tags planned giving UK
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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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Blog Articles

  • 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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