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Tag: Paul Schervish

 Category Wealth Transfer

Watch Free Webinar on the Great Wealth Transfer

jgudema
July 5, 2016
  Check out this free webinar on the Great Wealth Transfer!  (NOTE: the first minute...
 Tags baby boomers, Boston College, Center on Wealth and Philanthropy, Paul Schervish, planned giving, Wealth Transfer
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 Category Planned Giving Commentary, Uncategorized

Great Wealth Transfer Is Back?

jgudema
March 20, 2015
I am going to admit that throwing around the idea of Trillions of dollars in...
 Tags Paul Schervish, Schervish, Wealth Transfer
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 Category Uncategorized, Wealth Transfer

Wealth Transfer Discussion Continued…

jgudema
March 7, 2014
I suspect very few people actually see the comments on my blog posts – due...
 Tags Center on Wealth and Philanthropy, John Havens, Paul Schervish, Wealth Transfer
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 Category Uncategorized, Wealth Transfer

Planned Giving Fortune Telling – Rates of Childlessness

jgudema
March 5, 2014
This post is a follow-up to last week’s  discussion on the Schervish/Havens “Wealth Transfer” projections...
 Tags Center on Wealth and Philanthropy, John Havens, Paul Schervish, Russell James, Wealth Transfer
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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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