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Tag: planned giving

 Category Planned Giving Commentary, Uncategorized

Man’s Search for Meaning and Philanthropy

jgudema
March 28, 2016
I’ve been thinking for several weeks about this book and what it has to do with...
 Tags gift planned services, gift planning consultant, Man's Search for Meaning, Philanthropy, planned giving, Viktor Frankl
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 Category Planned Giving Careers, Uncategorized

Careers in Planned Giving – Part 3 – The Partial Planned Giving Officer

jgudema
February 22, 2016
We left off last week on the generally understood phenomenon that full-time planned giving officer...
 Tags career guidance, careers, planned giving, planned giving career, planned giving challenges, planned giving officer training
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 Category IRA Direct Rollover Gifts, Uncategorized

IRA Rollovers Anytime Soon?

jgudema
November 16, 2015
  I have a Google alert that anytime “tax extenders” is in the news, I...
 Tags charitable IRA rollover, IRA, IRA charitable giving, ira giving, IRAs, planned giving
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 Category Uncategorized

The Rise and Fall (and Rise Again) of Planned Giving (2015) [WATCH FREE WEBINAR RECORDING]

jgudema
August 3, 2015
[youtube=http://youtu.be/XlIMJShHYiE] Please feel free to check out this webinar we just gave last week looking...
 Tags Bequest statistics, giving usa, Giving USA 2015, planned giving, Planned Giving Statistics, VSE, 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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