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Tag: congress

 Category Planned Giving Commentary, Uncategorized

Planned Giving in 2017?

jgudema
March 6, 2017
I refuse to jump to any conclusions regarding this year in planned giving (or any...
 Tags business, congress, Donald Trump Tax Plans, IRA, IRA rollover, IRA withdrawal, rmd, rmds, Trump, Trump Income Tax Brackets, Trump Tax Plan, Trump Tax Proposal
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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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  • 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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