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Tag: politics

 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

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 Planned Giving Related News Stories, Uncategorized

Recording of Tax Briefing on Sale!

jgudema
January 8, 2018
We had 250 people on our live tax briefing today! The session was very well...
 Tags business, charitable deduction, Philanthropy, politics, tax bill, Trump Tax Plan
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 Category Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

2018 Tax Plan Briefing for Nonprofit Fundraisers

jgudema
January 3, 2018
In response to the demand for help on this topic, we are offering a webinar...
 Tags 2018 tax plan, politics, tax plan, Trump Tax Plan
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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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  • 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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