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Tag: nonprofit

 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
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 Category Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Pease is gone!! What was that anyway?

jgudema
January 5, 2018
The new tax plan eliminates the Pease limitations!  Did you even know it existed? Was...
 Tags fundraising, nonprofit, pease, Philanthropy, taxes, Trump, Trump Income Tax Brackets, Trump Tax Plan
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 Category Estate and Gift Taxes, Planned Giving Commentary, Uncategorized

Tax Bill Imminent – Time to Take Action?

jgudema
December 4, 2017
There still needs to be some negotiations between the House and Senate to come up...
 Tags fundraising, nonprofit, planned giving, tax law change, Trump
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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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Blog Articles

  • 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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