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Tag: planned giving

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

Largest Single Gift – $6.24 Million – to Henry Street Settlement

jgudema
May 7, 2018
This very nice woman was a legal secretary until age 96 – probably never someone...
 Tags business, Philanthropy, planned giving, politics, taxes, Trump
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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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 Category Planned Giving Related News Stories, Uncategorized

It’s started…..

jgudema
April 28, 2017
Tax reform – yikes! Always supposed to simplify but always ends up being more complicated!...
 Tags estate tax, planned giving, standard deduction, Trump Tax Plan
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 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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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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