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Category: Year End Giving

 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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 Category Planned Giving Commentary, Planned Giving Related News Stories, Year End Giving

Year End Tax Planning – Here We Go….

jgudema
November 16, 2012
Year end holiday shopping is already happening – what about year end tax planning?  And,...
 Tags charitable IRA rollover, IRA rollover 2012, tax extender, tax extenders 2013, year end giving
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 Category Year End Giving

Closer Look At Year-End Credit Card Giving

jgudema
December 19, 2011
Based on my previous year-end potpourri post, several readers questioned the point made about credit card...
 Tags credit card gifts, year end giving
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 Category Charitable Gift Annuities, IRA Direct Rollover Gifts, Planned Giving Vehicles, Real Estate, Year End Giving

Year-End Giving Quandaries

jgudema
December 15, 2011
The year is winding down and with two weeks left, if you are a planned...
 Tags cga, gift annuity, ira rollovers, IRAs, real estate, single member llc, stock, year end 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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  • Cautionary tale – Do you need to update a Power of Attorney when you change state of residence? May 14, 2024
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Phone +1 908-300-5082

Address: 12 Bradford Street, Passaic, NJ 07055

eMail: jonathan@gudemalegacyadvisors.com

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