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Category: Charitable Remainder Unitrusts

 Category Charitable Remainder Unitrusts

Finally, Planned Giving Gets into the Presidential Campaign!

jgudema
October 31, 2012
Just when I thought that I wouldn’t have any topics to blog on until after...
 Tags Charitable Remainder Trusts, crt, Mitt Romney, planned gift options, planned giving
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 Category Charitable Remainder Unitrusts, Planned Giving Vehicles, Uncategorized

CRT Circuses – Beware of Beautifully Drafted CRTs

jgudema
June 3, 2010
I am not sure what to call this one.  Read this story about a situation...
 Tags Charitable Remainder Trusts, CRUT, Scriveners Error
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 Category Charitable Remainder Trusts, Charitable Remainder Unitrusts, Ethics, Legal Rulings, Planned Giving Vehicles, Professional Advisors, Uncategorized

Planned Giving Ethics – Merrill Lynch Case Part 1

jgudema
November 23, 2009
As mentioned last week (see http://theplannedgivingblog.wordpress.com/2009/11/20/planned-giving-nightmare-crt-case/ ), there was a recent court ruling out of...
 Tags Charitable Remainder Trusts, Ethics, planned giving officer training
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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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