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Tag: cga

 Category Charitable Gift Annuities

Cool but tricky gift annuity ideas

jgudema
August 1, 2013
Welcome new subscribers to the Planned Giving Blog – thank  you for joining our 800...
 Tags cga, Flexible Deferred CGA, Flexible Deferred Gift Annuity, innovative estate planning
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 Category Charitable Gift Annuities, Planned Giving Related News Stories, Uncategorized

Planned Giving Criminals?

jgudema
March 13, 2013
Oh, yes, there are a few. For now, this story seems to have flown under...
 Tags cga, gift annuities, planned giving criminals, sec
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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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 Category CGA Risk, Planned Giving Risk Management, Reinsurance

Remembering the Spring of 2009 – Let’s not forget the risks involved in Planned Giving

jgudema
February 15, 2011
I know I promised a NY Times/WSJ style article to my blogosphere readership – that...
 Tags cga, charitable gift annuities, Charitable Remainder Trusts, Reinsurance
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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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