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Category: Wealth Transfer

 Category Uncategorized, Wealth Transfer

Planned Giving Fortune Telling – Rates of Childlessness

jgudema
March 5, 2014
This post is a follow-up to last week’s  discussion on the Schervish/Havens “Wealth Transfer” projections...
 Tags Center on Wealth and Philanthropy, John Havens, Paul Schervish, Russell James, Wealth Transfer
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 Category Bequests, Planned Giving Commentary, Planned Giving Related News Stories, Wealth Transfer

What ever happened to the Boston College/Havens-Schervish Wealth Transfer predictions?

jgudema
March 3, 2014
I probably owe some part of my career in planned giving to the so-called “Wealth...
 Tags Boston College, Center on Wealth and Philanthropy, Havens, Schervish
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 Category Bequests, Uncategorized, Wealth Transfer

Changes Ahead for Planned Giving?

jgudema
February 24, 2014
As promised, we are continuing with our follow-up to Dr. Russell James‘ webinar “Wills That...
 Tags charitable bequests, Russell James, Wealth Transfer, wills
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 Category Planned Giving Commentary, Wealth Transfer

Trends in Planned Giving 2005-2012 – Free Presentation!

jgudema
March 7, 2013
Interested in seeing what has been happening in planned giving?  Check out this short (15...
 Tags planned giving, planned giving training, trends, trends in planned giving
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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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