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Tag: tax law

 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 Uncategorized

2018 TAX BRIEFING RECORDINGS AND MATERIALS AVAILABLE TO PURCHASE

jgudema
February 13, 2018
We’ve had over 300 people joining our two webinars on the new tax law! Thank...
 Tags new tax law, tax law, trump tax
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 Category Uncategorized

Sorry – You may have missed our Donor-Friendly Webinar on the New Tax Law BUT you can register to receive the recording

jgudema
January 22, 2018
On Jan. 22, we gave a Donor-Friendly Webinar Briefing on the New Tax Law (goal being...
 Tags Donald Trump Tax Plans, tax law, tax law change, Trump, Trump Income Tax Brackets, Trump Tax Plan, Trump Tax Proposal
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 Category Uncategorized

Last Call for Monday’s Donor-Friendly Webinar on New Tax Law

jgudema
January 18, 2018
This Monday – Jan. 22 – at 12 pm EST, we are offering a Donor-Friendly Webinar...
 Tags Donald Trump Tax Plans, tax law, tax law change, Trump, Trump Income Tax Brackets, Trump Tax Plan, Trump Tax Proposal
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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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