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+1 908-300-5082
jonathan@gudemalegacyadvisors.com

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Tag: VSE

 Category Uncategorized, Wealth Transfer

The Great Wealth Transfer Finally Here?

jgudema
June 28, 2016
For years, I’ve been working on a powerpoint slide showing the tidal wave of the...
 Tags Center on Wealth and Philanthropy, giving usa, Schervish, VSE, Wealth Transfer
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 Category Uncategorized

The Rise and Fall (and Rise Again) of Planned Giving (2015) [WATCH FREE WEBINAR RECORDING]

jgudema
August 3, 2015
[youtube=http://youtu.be/XlIMJShHYiE] Please feel free to check out this webinar we just gave last week looking...
 Tags Bequest statistics, giving usa, Giving USA 2015, planned giving, Planned Giving Statistics, VSE, Wealth Transfer
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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.

Featured Videos

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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Available Hours

Mon - Fri: 9:00 - 5:00 EST
Closed on Weekends

Phone +1 908-300-5082

Address: 12 Bradford Street, Passaic, NJ 07055

eMail: jonathan@gudemalegacyadvisors.com

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