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Tag: Trump Tax Plan

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 Category Uncategorized

What ever happened to the $54 billion decline in Philanthropy due to the drop in itemizers as a result of the 2018 tax bill?

jgudema
January 4, 2021
Have you ever gotten nervous over a weather prediction – storm or otherwise – you...
 Tags Charitable giving, itemizer data, Itemizers, Trump Tax Plan
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 Category Uncategorized

You maniacs! You blew it up! – The SECURE Act’s “anti-abuse” rule

jgudema
March 2, 2020
Am I the only one not happy about the SECURE Act’s so-called anti-abuse rule?  Read...
 Tags anti-abuse rule, IRA, QCD, Secure Act, Trump Tax Plan
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 Category Uncategorized

Planned Giving for High Net Wealth Prospects

jgudema
September 16, 2019
If you have ever worked with (as an adviser, fundraiser, or whatever) a high net...
 Tags Donald Trump Tax Plans, estate planning, estate taxes, High net wealth, HNW, tax planning, Trump Tax Plan
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 Category Uncategorized

The Big Lie – Did the Trump tax plan cause a big decline in charitable giving?

jgudema
July 10, 2019
I generally stay away from partisan politics but this issue has been bothering me for...
 Tags 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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