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Category: Year End Giving

 Category Planned Giving Commentary, Uncategorized, Year End Giving

Excuses in French: Did I go overboard last time? More on the new tax law

jgudema
December 26, 2017
I probably could have been more tactful in my previous post. Maybe I was little...
 Tags tax, tax bill, tax law change, Trump, Trump Tax Plan, Trump Tax Proposal
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 Category Estate and Gift Taxes, Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized, Wealth Transfer, Year End Giving

Update on New Tax Plan and Nonprofits

jgudema
December 21, 2017
Ok, the details are coming out and as I thought, nonprofits might actually benefit from...
 Tags estate challenges, estate tax, estate tax repeal, Trump, Trump Income Tax Brackets, Trump Tax Plan
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 Category Estate and Gift Taxes, Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized, Wealth Transfer, Year End Giving

Tax Deal: Does it impact fundraising?

jgudema
December 14, 2017
It looks like we’ll have a tax bill signed any day and now we are...
 Tags business, politics, tax bill, Trump, Trump Income Tax Brackets, Trump Tax Plan
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 Category Planned Giving Related News Stories, Uncategorized, Wealth Transfer, Year End Giving

The Dreaded Trump Tax Plan IS Coming

jgudema
November 14, 2017
I know everyone is scared. So many messages coming at us – how could we...
 Tags Donald Trump Tax Plans, donor advised funds, Trump, Trump Income Tax Brackets, Trump Tax Plan, Trump Tax Proposal
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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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  • Revocable Living Trusts vs. Wills and Powers of Attorney: A Comprehensive Overview August 14, 2024
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