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Tag: IRAs

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

Stretch IRAs Coming To An End?

jgudema
February 15, 2012
If you are interested in financial planning – as I am always encouraging fundraisers to...
 Tags ira giving, IRAs, stretch ira
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 Category Account Beneficiary Designations, Planned Giving Vehicles

IRA and Other Account Beneficiary Designations – Not So Simple After All

jgudema
January 20, 2012
In the Planned Giving world, we like to think that IRA and other account beneficiary...
 Tags IRAs, planned giving, pod
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 Category Charitable Gift Annuities, IRA Direct Rollover Gifts, Planned Giving Vehicles, Real Estate, Year End Giving

Year-End Giving Quandaries

jgudema
December 15, 2011
The year is winding down and with two weeks left, if you are a planned...
 Tags cga, gift annuity, ira rollovers, IRAs, real estate, single member llc, stock, year end giving
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 Category IRA Direct Rollover Gifts, Uncategorized

Charitable IRA Rollovers Set to Expire! Talk it up now.

jgudema
October 17, 2011
We have known this all year long:  the 2010 tax relief act only extended the...
 Tags charitable IRA rollover, IRA rollover 2010, IRA rollover 2011, 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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  • 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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