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Category: Planned Giving Related News Stories

 Category Estate and Gift Taxes, Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Time to worry about tax law changes yet?

jgudema
October 2, 2017
Probably not.  It doesn’t seem that the President and Congress are about to do anything...
 Tags Donald Trump Tax Plans, estate tax repeal, tax law change
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 Category Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Never, Never Cut Corners

jgudema
June 28, 2017
I am working on a case where a nonprofit accepted around $1 million – transferred...
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 Category Planned Giving Related News Stories, Uncategorized

It’s started…..

jgudema
April 28, 2017
Tax reform – yikes! Always supposed to simplify but always ends up being more complicated!...
 Tags estate tax, planned giving, standard deduction, Trump Tax Plan
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 Category Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Trump Tax Plans – Good, Bad or Ugly for Charities?

jgudema
December 6, 2016
Here is the really brief summary of some of the so-called Trump tax pre-proposal/rumors that...
 Tags Donald Trump Tax Plans, donor advised funds, Trump Income Tax Brackets, 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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  • Revocable Living Trusts vs. Wills and Powers of Attorney: A Comprehensive Overview August 14, 2024
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