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Tag: bequest pledges

 Category Bequests, Planned Giving Vehicles

Biggest Giver in 2011? A Planned Giving Donor, Of Course!

jgudema
February 27, 2012
Let’s face it, planned giving is a stepchild in the fundraising world.  Between the struggles...
 Tags bequest dollars, bequest pledges, charitable bequests
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 Category Irrevocable Bequest Pledges, Planned Giving Related News Stories

Pledge Enforcebility: Don’t Try This at Home

jgudema
January 21, 2010
I am a major fan of irrevocable bequest pledges (another $1+ million one closed last...
 Tags bequest pledges
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 Category IRA Direct Rollover Gifts, Irrevocable Bequest Pledges, Planned Giving Vehicles

Planned Giving Tidbits – Beware IRA Giving in NJ and Binding Naming Pledges

jgudema
December 23, 2009
Last week I attended the annual planned giving quiz given by one of my favorite...
 Tags bequest pledges, IRAs, planned gift options
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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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