Category Insurance, Planned Giving Commentary, Uncategorized, Wealth Transfer Interesting opportunities as a result of the new tax law jgudema May 9, 2018 Slowly, we are starting to realize there are interesting opportunities as a result of the... Tags estate tax, fundraising, life insurance, nonprofit, Philanthropy, politics, tax, tax law, taxes, Trump Tax Plan Read More Category Insurance, Uncategorized Confused about life insurance policies? Me, too. jgudema July 19, 2013 This is coming from a lawyer/planned giving specialist with 20 years experience in the business.... Tags life insurance Read More Category Insurance, Uncategorized Anatomy of a Successful Insurance Gift jgudema April 19, 2012 After recent posts regarding insurance gifts – both good and bad – I thought we would... Tags life insurance, planned gift options, planned giving life insurance, planned giving officer training Read More Category Insurance, Uncategorized Planned Giving Program Makes Good: $20 Million Insurance Gift! jgudema February 24, 2012 My next blog post was going to be about the high % of bequests among... Tags life insurance, planned giving life insurance Read More
Interesting opportunities as a result of the new tax law