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jonathan@gudemalegacyadvisors.com

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Tag: rmd

 Category IRA Direct Rollover Gifts, Planned Giving Vehicles, Uncategorized

Q & A in Planned Giving Tomorrow – IRAs, RMDs, and QCDs – Familiar with these?

jgudema
May 29, 2018
Recently, I’ve starting submitting for the Q & A section in Planned Giving Tomorrow –...
 Tags IRA, QCD, rmd, Roseanne, taxes, Trump
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 Category Planned Giving Commentary, Uncategorized

Planned Giving in 2017?

jgudema
March 6, 2017
I refuse to jump to any conclusions regarding this year in planned giving (or any...
 Tags business, congress, Donald Trump Tax Plans, IRA, IRA rollover, IRA withdrawal, rmd, rmds, Trump, Trump Income Tax Brackets, Trump Tax Plan, Trump Tax Proposal
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 Category IRA Direct Rollover Gifts

Donors with second thoughts on using IRA charitable rollover after taking RMD already?

jgudema
November 3, 2011
Great question came to me today. An age 70.5+ supporter heard that he could have...
 Tags charitable IRA rollover, rmd
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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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Phone +1 908-300-5082

Address: 12 Bradford Street, Passaic, NJ 07055

eMail: jonathan@gudemalegacyadvisors.com

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