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Category: Planned Giving Related News Stories

 Category Irrevocable Bequest Pledges, Planned Giving Related News Stories

To Sue or Not, That is the Question

jgudema
August 25, 2016
Click the picture (or here for a PDF of the article Duke University Makes Claim on...
 Tags Aubrey McClendon, Duke University, legally binding pledges, pledges, Wall Street Journal
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 Category Charitable Lead Trusts, Charitable Remainder Unitrusts, Gifts of Art and Tangible Property, Planned Giving Related News Stories, Uncategorized

Everyone’s Doing These!?!

jgudema
February 2, 2016
Planned giving in the news!  Click the picture to check out an article on funding...
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 Category IRS scandal, Planned Giving Commentary, Planned Giving Related News Stories, Research, Uncategorized

What’s wrong with this picture?

jgudema
August 5, 2015
Yes, the Planned Giving Blog is apolitical but there are times when I can’t resist...
 Tags Bill Clinton, Bill Hillary and Chelsea Clinton Foundation, Clinton Family Foundation, Hillary Clinton, Step Transactions, William J. Clinton Foundation
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 Category Planned Giving Related News Stories

Extenders (with the IRA rollover) are happening…

jgudema
December 15, 2014
The IRA charitable rollover renewal is close enough – within 72 hours according to an article from...
 Tags charitable IRA rollover, IRA charitable 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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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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