Gudema Legacy Advisors Gudema Legacy Advisors
Skip to content
  • Home
  • About us
    • Our Founder
  • Services
    • Estate Planning
    • Planned Giving Survey
    • Trusts
    • Wills
  • Training
    • Planned Giving Training
  • Insights
    • Blog Featured Posts
  • Nonprofit Clients
  • Contact Us
+1 908-300-5082
jonathan@gudemalegacyadvisors.com

Follow

LinkedIn Link

Tag: Wealth Transfer

 Category Planned Giving Careers, Uncategorized

Careers in Planned Giving – Intro

jgudema
February 1, 2016
For close to 20 years, I have counseled colleagues into whether to join the planned...
 Tags career guidance, careers, fundraising careers, planned giving career, Wealth Transfer
Read More
 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
Read More
vamtam-theme-circle-post
 Category Planned Giving Commentary, Uncategorized

Great Wealth Transfer Is Back?

jgudema
March 20, 2015
I am going to admit that throwing around the idea of Trillions of dollars in...
 Tags Paul Schervish, Schervish, Wealth Transfer
Read More
 Category Uncategorized, Wealth Transfer

Wealth Transfer Discussion Continued…

jgudema
March 7, 2014
I suspect very few people actually see the comments on my blog posts – due...
 Tags Center on Wealth and Philanthropy, John Havens, Paul Schervish, Wealth Transfer
Read More
Page 2 of 4Prev 1 2 3 4 Next
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.

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
Read more

Available Hours

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

© 2024 Planned Giving Advisors by Specialized Digital Marketing   Here is a link our Privacy Policy and a Link to our Terms and Conditions

Linkedin Link
