Category Planned Giving Commentary, Uncategorized Time to get your planned giving act together! jgudema March 15, 2018 Baby boomers getting older…. The wealth transfer is coming…. Blah, blah, blah. The same old,... Tags baby boomers, boomers, estate tax, tax, Trump, Wealth Transfer Read More Category Wealth Transfer Watch Free Webinar on the Great Wealth Transfer jgudema July 5, 2016 Check out this free webinar on the Great Wealth Transfer! (NOTE: the first minute... Tags baby boomers, Boston College, Center on Wealth and Philanthropy, Paul Schervish, planned giving, Wealth Transfer Read More Category Planned Giving Commentary, Planned Giving Related News Stories Am I totally wrong jgudema August 6, 2013 or is this country living in denial. 18% of today’s Florida population is 65 or... Tags baby boomers, planned giving, Wealth Transfer Read More
Time to get your planned giving act together!