Category Insurance, Planned Giving Commentary, Uncategorized, Wealth Transfer Interesting opportunities as a result of the new tax law jgudema May 9, 2018 Slowly, we are starting to realize there are interesting opportunities as a result of the... Tags estate tax, fundraising, life insurance, nonprofit, Philanthropy, politics, tax, tax law, taxes, Trump Tax Plan Read More Category Insurance, Uncategorized Confused about life insurance policies? Me, too. jgudema July 19, 2013 This is coming from a lawyer/planned giving specialist with 20 years experience in the business.... Tags life insurance Read More Category Insurance, Uncategorized Anatomy of a Successful Insurance Gift jgudema April 19, 2012 After recent posts regarding insurance gifts – both good and bad – I thought we would... Tags life insurance, planned gift options, planned giving life insurance, planned giving officer training Read More Category Insurance, Planned Giving Related News Stories, Uncategorized Planned Giving Gone Awry: OSU and Pickens can’t undo insurance debacle jgudema March 20, 2012 This story is slowing making the rounds about T. Boone Pickens, Oklahoma State U. and... Tags insurance schemes, Oklahoma State University, osu, t. boone pickens Read More Page 1 of 31 2 3 Next
Interesting opportunities as a result of the new tax law