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Tag: tax bill

 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, Uncategorized, Year End Giving

Excuses in French: Did I go overboard last time? More on the new tax law

jgudema
December 26, 2017
I probably could have been more tactful in my previous post. Maybe I was little...
 Tags tax, tax bill, tax law change, Trump, Trump Tax Plan, Trump Tax Proposal
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 Category Estate and Gift Taxes, Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized, Wealth Transfer, Year End Giving

Tax Deal: Does it impact fundraising?

jgudema
December 14, 2017
It looks like we’ll have a tax bill signed any day and now we are...
 Tags business, politics, tax bill, Trump, Trump Income Tax Brackets, 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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