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Category: Uncategorized

 Category Uncategorized

Planned Giving Boot Camp for Advisors – Incredible Offer for Training Your Volunteers!

jgudema
September 21, 2015
Source: Planned Giving Boot Camp for Advisors
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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 Uncategorized

The Rise and Fall (and Rise Again) of Planned Giving (2015) [WATCH FREE WEBINAR RECORDING]

jgudema
August 3, 2015
[youtube=http://youtu.be/XlIMJShHYiE] Please feel free to check out this webinar we just gave last week looking...
 Tags Bequest statistics, giving usa, Giving USA 2015, planned giving, Planned Giving Statistics, VSE, Wealth Transfer
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 Category Uncategorized

Anatomy of Success!

jgudema
July 28, 2015
What is success in planned giving? Ultimately, we are looking for more money but you...
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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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