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Category: Uncategorized

 Category Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

New American Holiday: 1/1/2013 – Tax Doomsday

jgudema
May 14, 2012
Did you know that December 31, 2012 is not only New Year’s eve this year,...
 Tags 2012 taxes, 2013 taxes, estate tax, estate tax 1/1/2013, tax doomsday
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 Category Bequests, Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized, Wealth Transfer

Amazing Planned Giving Statistic: IRS Data Shows Charitable Bequest Donors Triple Their Giving At Death

jgudema
April 24, 2012
Thank you to David Joulfaian, an economist/researcher at the U.S. Dept. of Treasury, for unearthing...
 Tags planned giving, planned giving consultants, planned giving data
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 Category Insurance, Uncategorized

Anatomy of a Successful Insurance Gift

jgudema
April 19, 2012
After recent posts regarding insurance gifts – both good and bad – I thought we would...
 Tags life insurance, planned gift options, planned giving life insurance, planned giving officer training
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 Category Insurance, Planned Giving Related News Stories, Uncategorized

Planned Giving Gone Awry: OSU and Pickens can’t undo insurance debacle

jgudema
March 20, 2012
This story is slowing making the rounds about T. Boone Pickens, Oklahoma State U. and...
 Tags insurance schemes, Oklahoma State University, osu, t. boone pickens
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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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