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jonathan@gudemalegacyadvisors.com

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Tag: planned giving

 Category Uncategorized

Is your nonprofit a shelter for planned gifts?

jgudema
May 18, 2012
Any organization that has a history of supporters, impact and relationships, alumni and beneficiaries, and...
 Tags animals, planned giving
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 Category Bequests, Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized, Wealth Transfer

Amazing Planned Giving Statistic: IRS Data Shows Charitable Bequest Donors Triple Their Giving At Death

jgudema
April 24, 2012
Thank you to David Joulfaian, an economist/researcher at the U.S. Dept. of Treasury, for unearthing...
 Tags planned giving, planned giving consultants, planned giving data
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 Category Uncategorized

Planned Giving, the F.B.I. and H.(& R.) Block? Check out this exciting Planned Giving mystery!

jgudema
March 16, 2012
You have to read this planned giving mystery!  It’s another twist – a huge one...
 Tags degas, f.b.i., Huegette Clark, Huguette Clark, planned giving
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 Category Account Beneficiary Designations, Planned Giving Vehicles

IRA and Other Account Beneficiary Designations – Not So Simple After All

jgudema
January 20, 2012
In the Planned Giving world, we like to think that IRA and other account beneficiary...
 Tags IRAs, planned giving, pod
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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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