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Tag: 2014 Estate Taxes

 Category Uncategorized

What’s new in 2014?

jgudema
January 24, 2014
Answer: basically nothing. Last week, I attended our local planned giving group’s annual 2 hour...
 Tags 2014 Estate Taxes
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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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