Gudema Legacy Advisors Gudema Legacy Advisors
Skip to content
  • Home
  • About us
    • Our Founder
  • Services
    • Estate Planning
    • Planned Giving Survey
    • Trusts
    • Wills
  • Training
    • Planned Giving Training
  • Insights
    • Blog Featured Posts
  • Nonprofit Clients
  • Contact Us
+1 908-300-5082
jonathan@gudemalegacyadvisors.com

Follow

LinkedIn Link

Tag: ira giving

 Category IRAs

New Planned Giving Option Discovered? Restricting IRA Beneficiaries?

jgudema
December 10, 2014
                  In conversations with an advisor and...
 Tags Inherited IRA, IRA, IRA charitable giving, ira giving, IRAs
Read More
vamtam-theme-circle-post
 Category Uncategorized

Did yesterday’s election help the chances for the IRA Rollover?

jgudema
November 5, 2014
Probably not. I wish that I could report that immediate IRA giving was back on...
 Tags ira giving
Read More
 Category IRA Direct Rollover Gifts, IRAs

IRA Rollover Update – Almost there?

jgudema
May 30, 2014
We’re getting closer to having an IRA giving option again. The House Ways and Means...
 Tags charitable IRA rollover, ira charitable rollover, ira giving, ira giving 2014, tax extenders
Read More
 Category Uncategorized

More interesting opportunities from Fiscal Cliff version of IRA law

jgudema
January 8, 2013
One of the stranger parts of the standard IRA giving rules, to me at least,...
 Tags charitable IRA rollover, Fiscal Cliff, ira giving, IRAs
Read More
Page 2 of 3Prev 1 2 3 Next
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.

Featured Videos

Blog Articles

  • 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
Read more

Available Hours

Mon - Fri: 9:00 - 5:00 EST
Closed on Weekends

© 2024 Planned Giving Advisors by Specialized Digital Marketing   Here is a link our Privacy Policy and a Link to our Terms and Conditions

Linkedin Link
