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Category: Charitable Remainder Unitrusts

 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
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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 Charitable Remainder Unitrusts

FLIP CRUTs Gaining Momentum?

jgudema
November 26, 2014
I have only worked on a few FLIP Charitable Remainder Unitrusts (FLIP CRUTs) in my...
 Tags Charitable Remainder Trusts, Real Estate Usage
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 Category Charitable Remainder Unitrusts, Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Are people that gullible? Trashy article on Mitt’s Planned Gift fools too many!

jgudema
November 5, 2012
I was hoping to show how Mitt’s 1996 CRUT (click here to see previous post...
 Tags Charitable Remainder Trusts, Charitable remainder unitrusts, Mitt Romney
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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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Closed on Weekends

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