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Tag: gift annuities

 Category Charitable Lead Trusts, Real Estate, Uncategorized

A Tale of Two Gifts

jgudema
June 20, 2016
Right now, I am grappling with two potential complex gifts – as complex as they...
 Tags charitable lead trusts, gift annuities, lead trusts, real estate for gift annuity, shark fin
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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, Planned Giving Commentary, Planned Giving Related News Stories

The Value of a Gift Annuity Program

jgudema
February 20, 2012
Measuring the value of a gift annuity program is not always as easy as “how...
 Tags charitable bequests, gift annuities, planned giving programs
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 Category Charitable Gift Annuities, Planned Giving Vehicles

Planned Giving Lesson of the Week – To Start (or Keep) a CGA Program or Not?

jgudema
February 19, 2010
I struggle often about gift annuities (“CGA”) – are they all they are cracked up...
 Tags cga, gift annuities, new programs, small programs
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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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Address: 12 Bradford Street, Passaic, NJ 07055

eMail: jonathan@gudemalegacyadvisors.com

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