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: 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
Read More
 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
Read More
 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
Read More
https://gudemalegacyadvisors.com/wp-content/uploads/2026/01/cropped-new-logo-2.png

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

Phone +1 908-300-5082

Address: 12 Bradford Street, Passaic, NJ 07055

eMail: jonathan@gudemalegacyadvisors.com

© 2024 Gudema Legacy Advisors LLC by Specialized Digital Marketing   Here is a link our Privacy Policy and a Link to our Terms and Conditions

Linkedin Link
