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Tag: charitable deduction

 Category Planned Giving Related News Stories, Uncategorized

Recording of Tax Briefing on Sale!

jgudema
January 8, 2018
We had 250 people on our live tax briefing today! The session was very well...
 Tags business, charitable deduction, Philanthropy, politics, tax bill, Trump Tax Plan
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 Category Uncategorized

Charitable Deduction OK?

jgudema
March 2, 2017
Finally a hint as to the potential fate of the charitable deduction under any tax reform:...
 Tags charitable deduction, Mnuchin, Trump, Trump Tax Plan, Trump Tax Proposal
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 Category Uncategorized

Food For Thought From Giving USA 2015

jgudema
July 10, 2015
Anyone who has been in or around planned giving for some time knows that most...
 Tags charitable bequests, charitable deduction, giving usa, Giving USA 2015, IRS statistics
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 Category Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Still wondering what’s the best year-end giving advice?

jgudema
December 26, 2012
At this point – with only 3 business days left in the year and the...
 Tags charitable deduction, deduction caps, Fiscal Cliff, tax on charitable giving
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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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