Gudema Legacy Advisors Gudema Legacy Advisors
Skip to content
  • Home
  • About us
    • Our Founder
  • Services
    • Estate Planning
    • Planned Giving Survey
    • Trusts
    • Wills
  • Training
    • Planned Giving Training
  • Insights
    • Blog Featured Posts
  • Nonprofit Clients
  • Contact Us
+1 908-300-5082
jonathan@gudemalegacyadvisors.com

Follow

LinkedIn Link

Category: Wealth Transfer

 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
Read More
 Category Planned Giving Related News Stories, Uncategorized, Wealth Transfer

Stretch IRAs Coming To An End?

jgudema
February 15, 2012
If you are interested in financial planning – as I am always encouraging fundraisers to...
 Tags ira giving, IRAs, stretch ira
Read More
 Category Planned Giving Related News Stories, Uncategorized, Wealth Transfer

Charitable Bequests Survive Year of Estate Tax Repeal!

jgudema
November 29, 2011
I know this isn’t new – Giving USA 2011 #’s came out in June –...
 Tags bequest dollars, giving usa, giving usa 2011
Read More
 Category Wealth Transfer

Joe Paterno and Lessons in Estate Planning and Asset Protection

jgudema
November 21, 2011
Apparently behind the Penn State scandal there is some speculation about an “estate planning” move...
 Tags innovative estate planning, Paterno
Read More
Page 4 of 5Prev 1 2 3 4 5 Next
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
Read more

Available Hours

Mon - Fri: 9:00 - 5:00 EST
Closed on Weekends

© 2024 Planned Giving Advisors by Specialized Digital Marketing   Here is a link our Privacy Policy and a Link to our Terms and Conditions

Linkedin Link
