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Tag: Charitable Remainder Trusts

 Category Charitable Remainder Unitrusts

FLIP CRUTs Gaining Momentum?

jgudema
November 26, 2014
I have only worked on a few FLIP Charitable Remainder Unitrusts (FLIP CRUTs) in my...
 Tags Charitable Remainder Trusts, Real Estate Usage
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 Category Charitable Remainder Unitrusts, Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Are people that gullible? Trashy article on Mitt’s Planned Gift fools too many!

jgudema
November 5, 2012
I was hoping to show how Mitt’s 1996 CRUT (click here to see previous post...
 Tags Charitable Remainder Trusts, Charitable remainder unitrusts, Mitt Romney
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 Category Charitable Remainder Unitrusts

Finally, Planned Giving Gets into the Presidential Campaign!

jgudema
October 31, 2012
Just when I thought that I wouldn’t have any topics to blog on until after...
 Tags Charitable Remainder Trusts, crt, Mitt Romney, planned gift options, planned giving
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 Category CGA Risk, Planned Giving Risk Management, Reinsurance

Remembering the Spring of 2009 – Let’s not forget the risks involved in Planned Giving

jgudema
February 15, 2011
I know I promised a NY Times/WSJ style article to my blogosphere readership – that...
 Tags cga, charitable gift annuities, Charitable Remainder Trusts, Reinsurance
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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
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