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Tag: planned giving life insurance

 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 Insurance, Uncategorized

Planned Giving Program Makes Good: $20 Million Insurance Gift!

jgudema
February 24, 2012
My next blog post was going to be about the high % of bequests among...
 Tags life insurance, planned giving life insurance
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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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