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Category: Planned Giving Related News Stories

 Category IRA Direct Rollover Gifts, IRAs, Planned Giving Related News Stories, Uncategorized

IRA giving can lower Medicare premiums as well as taxable income?

jgudema
June 12, 2018
Yes, for those over age 70.5 who are now required to take their RMDs (required...
 Tags IRA rollover, IRAs, Philanthropy, Trump Tax Plan
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 Category Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Largest Single Gift – $6.24 Million – to Henry Street Settlement

jgudema
May 7, 2018
This very nice woman was a legal secretary until age 96 – probably never someone...
 Tags business, Philanthropy, planned giving, politics, taxes, Trump
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 Category Planned Giving Related News Stories, Uncategorized

Recording of Tax Briefing on Sale!

jgudema
January 8, 2018
We had 250 people on our live tax briefing today! The session was very well...
 Tags business, charitable deduction, Philanthropy, politics, tax bill, Trump Tax Plan
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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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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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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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