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jonathan@gudemalegacyadvisors.com

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Category: Uncategorized

 Category Planned Giving Commentary, Uncategorized

Do you really need planned giving staff or even a program?

jgudema
December 19, 2016
Take a close look at this slide from an assessment I recently worked on.  Notice...
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 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 Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Trump Tax Plans – Good, Bad or Ugly for Charities?

jgudema
December 6, 2016
Here is the really brief summary of some of the so-called Trump tax pre-proposal/rumors that...
 Tags Donald Trump Tax Plans, donor advised funds, Trump Income Tax Brackets, Trump Tax Proposal
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 Category Planned Giving Marketing, Uncategorized

Catch their attention, inspire them, and get them thinking

jgudema
November 21, 2016
I came across this picture and quote of Stephen Covey (click here to go to the...
 Tags covey, legacy giving, live love laugh leave a legacy, stephen covey, stephen r. covey
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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.

Featured Videos

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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Closed on Weekends

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