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 Read More Category Charitable Remainder Trusts, Charitable Remainder Unitrusts, Ethics, Legal Rulings, Planned Giving Vehicles, Professional Advisors, Uncategorized Planned Giving Ethics – Merrill Lynch Case Part 1 jgudema November 23, 2009 As mentioned last week (see http://theplannedgivingblog.wordpress.com/2009/11/20/planned-giving-nightmare-crt-case/ ), there was a recent court ruling out of... Tags Charitable Remainder Trusts, Ethics, planned giving officer training Read More Page 2 of 2Prev 1 2
