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Tag: planned giving challenges

 Category Planned Giving Careers, Uncategorized

Careers in Planned Giving – Part 3 – The Partial Planned Giving Officer

jgudema
February 22, 2016
We left off last week on the generally understood phenomenon that full-time planned giving officer...
 Tags career guidance, careers, planned giving, planned giving career, planned giving challenges, planned giving officer training
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 Category Legal Rulings, Uncategorized

Don’t Forget Those Gift Receipts and Don’t Forget the “No Goods/Services” Stmt

jgudema
June 19, 2012
The timing and content of gift receipts by nonprofits for charitable gifts over $250 can...
 Tags gift receipt, planned giving challenges, tax deduction
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 Category Charitable Gift Annuities, Planned Giving Vehicles, Uncategorized

Planned Giving Challenges – Source for CGAs in the IRS Code

jgudema
November 19, 2009
One of the most annoying challenges you may face as a planned giving professional is...
 Tags cga, planned giving challenges
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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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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
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Closed on Weekends

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