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Tag: Trump

 Category Uncategorized

Sorry – You may have missed our Donor-Friendly Webinar on the New Tax Law BUT you can register to receive the recording

jgudema
January 22, 2018
On Jan. 22, we gave a Donor-Friendly Webinar Briefing on the New Tax Law (goal being...
 Tags Donald Trump Tax Plans, tax law, tax law change, Trump, Trump Income Tax Brackets, Trump Tax Plan, Trump Tax Proposal
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 Category Uncategorized

Last Call for Monday’s Donor-Friendly Webinar on New Tax Law

jgudema
January 18, 2018
This Monday – Jan. 22 – at 12 pm EST, we are offering a Donor-Friendly Webinar...
 Tags Donald Trump Tax Plans, tax law, tax law change, Trump, Trump Income Tax Brackets, Trump Tax Plan, Trump Tax Proposal
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 Category Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Pease is gone!! What was that anyway?

jgudema
January 5, 2018
The new tax plan eliminates the Pease limitations!  Did you even know it existed? Was...
 Tags fundraising, nonprofit, pease, Philanthropy, taxes, Trump, Trump Income Tax Brackets, Trump Tax Plan
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 Category Planned Giving Commentary, Uncategorized, Year End Giving

Excuses in French: Did I go overboard last time? More on the new tax law

jgudema
December 26, 2017
I probably could have been more tactful in my previous post. Maybe I was little...
 Tags tax, tax bill, tax law change, Trump, Trump Tax Plan, Trump Tax Proposal
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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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  • 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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