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Tag: bequest dollars

 Category Bequests, Planned Giving Vehicles

Biggest Giver in 2011? A Planned Giving Donor, Of Course!

jgudema
February 27, 2012
Let’s face it, planned giving is a stepchild in the fundraising world.  Between the struggles...
 Tags bequest dollars, bequest pledges, charitable bequests
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 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
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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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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
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