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Category: Planned Giving Related News Stories

 Category Planned Giving Related News Stories

Crime Does Pay (especially when it comes to frivolous estate challenges)

jgudema
August 16, 2013
Several years ago, a client came to me to help work out language to establish...
 Tags estate challenges, Huguette Clark, slimy schemes
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 Category Planned Giving Commentary, Planned Giving Related News Stories

Am I totally wrong

jgudema
August 6, 2013
or is this country living in denial. 18% of today’s Florida population is 65 or...
 Tags baby boomers, planned giving, Wealth Transfer
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 Category Ethics, Planned Giving Commentary, Planned Giving Related News Stories

Ethical Boundaries: Walking the fine line in Planned Giving

jgudema
June 4, 2013
Dear Blog readers, Let’s be honest.  When it is your job to raise funds (planned...
 Tags Beth Israel Medical Center, Huguette Clark
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 Category Ethics, Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Story behind the story

jgudema
May 31, 2013
I hate to publish this one but it is out there and it is a...
 Tags Huegette Clark, Huguette Clark
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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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  • 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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