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Tag: charitable IRA rollover

 Category IRA Direct Rollover Gifts, Uncategorized

Tax Extender Bill Starts Smoothly in Senate: IRA Charitable Rollover Makes First Cut

jgudema
August 15, 2012
Wondering about the IRA Charitable Rollover?  Any chance for its return? On August 3, the...
 Tags charitable IRA rollover, IRA, IRA charitable giving
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 Category IRA Direct Rollover Gifts

Donors with second thoughts on using IRA charitable rollover after taking RMD already?

jgudema
November 3, 2011
Great question came to me today. An age 70.5+ supporter heard that he could have...
 Tags charitable IRA rollover, rmd
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 Category IRA Direct Rollover Gifts, Uncategorized

Charitable IRA Rollovers Set to Expire! Talk it up now.

jgudema
October 17, 2011
We have known this all year long:  the 2010 tax relief act only extended the...
 Tags charitable IRA rollover, IRA rollover 2010, IRA rollover 2011, IRAs
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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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