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Category: Uncategorized

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 Category Uncategorized

Did yesterday’s election help the chances for the IRA Rollover?

jgudema
November 5, 2014
Probably not. I wish that I could report that immediate IRA giving was back on...
 Tags ira giving
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 Category Charitable Lead Trusts, Lead Trusts, Planned Giving Commentary, Uncategorized, Wealth Transfer

Why Lead Trusts are so rare

jgudema
August 18, 2014
As I follow-up to my previous post, which proved from IRS statistics that very few charitable...
 Tags charitable lead, charitable lead trusts, clt, lead trusts
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 Category Charitable Lead Trusts, Lead Trusts, Planned Giving Commentary, Uncategorized

Lead Trusts – The Final Frontier?!

jgudema
August 12, 2014
I can’t tell you how many times I hear consultants or financial planners talk boldly...
 Tags clt
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 Category Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized, Year End Giving

Charitable Extension Proposal – Good, Bad or Indifferent?

jgudema
July 25, 2014
Here are the results from the poll this week on the Charitable Extension Proposal (that...
 Tags Charitable extension
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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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