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Tag: tax extenders 2013

 Category Planned Giving Commentary, Planned Giving Related News Stories, Year End Giving

Year End Tax Planning – Here We Go….

jgudema
November 16, 2012
Year end holiday shopping is already happening – what about year end tax planning?  And,...
 Tags charitable IRA rollover, IRA rollover 2012, tax extender, tax extenders 2013, year end 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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  • Cautionary tale – Do you need to update a Power of Attorney when you change state of residence? May 14, 2024
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