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Tag: year end giving

 Category Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

More silver linings for year-end giving?

jgudema
December 11, 2012
In a follow-up to this weekend’s post about the WSJ article touting the accelerating of...
 Tags deduction caps, Fiscal Cliff, year end giving
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 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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 Category Year End Giving

Closer Look At Year-End Credit Card Giving

jgudema
December 19, 2011
Based on my previous year-end potpourri post, several readers questioned the point made about credit card...
 Tags credit card gifts, year end giving
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 Category Charitable Gift Annuities, IRA Direct Rollover Gifts, Planned Giving Vehicles, Real Estate, Year End Giving

Year-End Giving Quandaries

jgudema
December 15, 2011
The year is winding down and with two weeks left, if you are a planned...
 Tags cga, gift annuity, ira rollovers, IRAs, real estate, single member llc, stock, 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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