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Tag: donor advised funds

 Category Planned Giving Related News Stories, Uncategorized, Wealth Transfer, Year End Giving

The Dreaded Trump Tax Plan IS Coming

jgudema
November 14, 2017
I know everyone is scared. So many messages coming at us – how could we...
 Tags Donald Trump Tax Plans, donor advised funds, Trump, Trump Income Tax Brackets, Trump Tax Plan, Trump Tax Proposal
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 Category Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Trump Tax Plans – Good, Bad or Ugly for Charities?

jgudema
December 6, 2016
Here is the really brief summary of some of the so-called Trump tax pre-proposal/rumors that...
 Tags Donald Trump Tax Plans, donor advised funds, Trump Income Tax Brackets, Trump Tax Proposal
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 Category Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Fiscal Cliff Causing Donors To Accelerate Their Giving?

jgudema
December 8, 2012
I don’t believe it. Donors accelerating their giving in 2012 ahead of fiscal cliff?  Check...
 Tags business, deduction caps, donor advised funds, economy, Fiscal Cliff, government, politics
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 Category Planned Giving Related News Stories

Planned Giving Articles – Et tu, New York Times?

jgudema
December 28, 2009
I better start reading the New York Times because I am almost missed this one...
 Tags cga, donor advised funds
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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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