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Tag: planned gift options

 Category Charitable Remainder Unitrusts

Finally, Planned Giving Gets into the Presidential Campaign!

jgudema
October 31, 2012
Just when I thought that I wouldn’t have any topics to blog on until after...
 Tags Charitable Remainder Trusts, crt, Mitt Romney, planned gift options, planned giving
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 Category Bequests, Planned Giving Vehicles

Little guys still catch some big ones with Planned Giving

jgudema
April 27, 2012
I always kvell (Yiddish for experience joy for someone else’s success) a bit when I...
 Tags planned gift options, planned giving advisors
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 Category Insurance, Uncategorized

Anatomy of a Successful Insurance Gift

jgudema
April 19, 2012
After recent posts regarding insurance gifts – both good and bad – I thought we would...
 Tags life insurance, planned gift options, planned giving life insurance, planned giving officer training
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 Category IRA Direct Rollover Gifts, Irrevocable Bequest Pledges, Planned Giving Vehicles

Planned Giving Tidbits – Beware IRA Giving in NJ and Binding Naming Pledges

jgudema
December 23, 2009
Last week I attended the annual planned giving quiz given by one of my favorite...
 Tags bequest pledges, IRAs, planned gift options
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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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