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Tag: planned giving

 Category Planned Giving Commentary, Wealth Transfer

Trends in Planned Giving 2005-2012 – Free Presentation!

jgudema
March 7, 2013
Interested in seeing what has been happening in planned giving?  Check out this short (15...
 Tags planned giving, planned giving training, trends, trends in planned giving
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 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 Planned Giving Commentary

To Ask or Not…That is the million dollar planned giving question!

jgudema
October 19, 2012
General fundraisers can all agree to one principle of fundraising: an “ask” for money has...
 Tags gift planning services, planned giving, planned giving officer training
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 Category Planned Giving Commentary, Uncategorized

Finally, a Definition for Planned Giving

jgudema
July 2, 2012
One of the biggest challenges in being a planned giving professional is clearly defining what...
 Tags giving usa, Giving USA 2012, planned giving
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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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