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Tag: IRAs

 Category Account Beneficiary Designations, IRAs

IRA Beneficiary Designations: Easy Planned Gift Option? Not so fast

jgudema
April 17, 2013
We all know that regular IRAs (as well as any qualified retirement account) hold “pre-tax”...
 Tags IRA, IRAs, planned giving
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 Category IRA Direct Rollover Gifts, Uncategorized

Even more interesting IRA giving questions from Fiscal Cliff law…

jgudema
January 10, 2013
What if a donor took an IRA withdrawal in December (which he would like to...
 Tags charitable IRA rollover, Fiscal Cliff, IRAs
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 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
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 Category IRA Direct Rollover Gifts

Wall Street Journal on IRA Rollover Law

jgudema
September 20, 2012
Last week, finally one of the major media outlets devoted a few paragraphs to the...
 Tags charitable IRA rollover, IRAs
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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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