Category Bequests, Charitable Gift Annuities, Charitable Lead Trusts, Charitable Remainder Annuity Trusts, Charitable Remainder Unitrusts, IRA Direct Rollover Gifts, IRAs, Irrevocable Bequest Pledges, Lead Trusts, Planned Giving Careers, Planned Giving Marketing, Planned Giving Vehicles Summer 2019 Webinar Training Announcement jgudema May 14, 2019 This is our 6th year of offering convenient and cost effective webinar training programs! Check... Tags Trump Tax Plan Read More Category Bequests, Planned Giving Commentary, Uncategorized To Ask or Not? (for documentation)… jgudema August 8, 2017 One of the most basic questions for any fledgling planned giving program is whether you... Read More vamtam-theme-circle-post Category Bequests Do you have a legacy opener? jgudema June 9, 2015 When going into a meeting with someone who you want to introduce legacy giving to,... Tags legacy giving, legacy opener Read More Category Bequests, Planned Giving Commentary, Planned Giving Related News Stories, Wealth Transfer What ever happened to the Boston College/Havens-Schervish Wealth Transfer predictions? jgudema March 3, 2014 I probably owe some part of my career in planned giving to the so-called “Wealth... Tags Boston College, Center on Wealth and Philanthropy, Havens, Schervish Read More Page 1 of 41 2 3 4 Next
To Ask or Not? (for documentation)…