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jonathan@gudemalegacyadvisors.com

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Tag: Huguette Clark

 Category Ethics, Planned Giving Commentary, Planned Giving Related News Stories

Ethical Boundaries: Walking the fine line in Planned Giving

jgudema
June 4, 2013
Dear Blog readers, Let’s be honest.  When it is your job to raise funds (planned...
 Tags Beth Israel Medical Center, Huguette Clark
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 Category Ethics, Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Story behind the story

jgudema
May 31, 2013
I hate to publish this one but it is out there and it is a...
 Tags Huegette Clark, Huguette Clark
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 Category Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

My old place going down in Planned Giving history (or just going down on the pages of the NY Post)

jgudema
December 3, 2012
This is just a story about how planned giving (and fundraising in general) can cross...
 Tags Huguette Clark
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 Category Planned Giving Commentary, Planned Giving Related News Stories

Post-Death Clawback on “Inter-Vivos” Gifts to Charity and Others?

jgudema
May 31, 2012
This is a very scary idea for fundraisers who work with older donors. Can an...
 Tags clawback, estate clawback, Huguette Clark
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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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Phone +1 908-300-5082

Address: 12 Bradford Street, Passaic, NJ 07055

eMail: jonathan@gudemalegacyadvisors.com

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