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Articles by Jonathan Gudema

Jonathan Gudema, Esq., is an attorney and planned giving consultant who has worked with hundreds of nonprofits since joining the nonprofit community in 1997 and has written extensively on endowment management and NYPMIFA on his blog – He recently launched his own firm – Planned Giving Advisors, LLC ( – which offers planned giving consulting and endowment/planned giving audit and compliance services.

New York Charities May Soon Face Unfriendly AG Audits
January 17, 2012 – 6:19 pm | No Comment
New York Charities May Soon Face Unfriendly AG Audits

New York State’s Attorney General has made it clear that nonprofit organizations need to show good-faith compliance with NYPMIFA or face serious consequences.

New Lead Trust Opportunities Created by Tax Relief Act?
March 28, 2011 – 2:11 pm | One Comment
New Lead Trust Opportunities Created by Tax Relief Act?

 Among all of the variables created by the Tax Relief Act of 2010, one yet to be addressed in this blog is a much improved environment for Charitable Lead Trusts.
Normally, I cringe at hearing anyone …

Tax Relief and Charities
February 22, 2011 – 11:21 am | One Comment
Tax Relief and Charities

As the dust settles over the unexpected, and somewhat shocking, estate and other tax law changes thrust upon us in December 2010, the nonprofit fundraising world now has figure out  what does it all mean …

Charitable IRA Rollover Extended for 2010 and 2011
December 22, 2010 – 2:07 pm | One Comment
Charitable IRA Rollover Extended for 2010 and 2011

Among the multitude of items included in the Tax Relief Act, signed into law by President Obama on December 17th, was an extension of the Charitable IRA Rollover provision through the end of 2011.
The tax …

Roth IRA Conversions, Part II: To Convert or Not, That is the Question…
April 27, 2010 – 3:10 pm | No Comment

As a follow-up to my previous piece about the opening of Roth IRA conversions to higher income levels ($100,000+ AGIs) and the potential for increased charitable giving as a result, I thought it was important …

New Roth IRAs Rules and Charitable Giving – Opportunities?
April 15, 2010 – 10:06 am | One Comment

The fundraising world has to take notice when new laws impact trillions (yes, trillions) of dollars of the savings of potential donors.
This is exactly the situation with the new 2010 Roth IRA Conversion rules.
Taking a …

Planned Giving and Fundraising World in State of Confusion Over Estate Tax Repeal
February 1, 2010 – 12:17 pm | One Comment

Let’s start over again. Planned giving professionals should always be on the lookout for new tax planning opportunities to encourage giving – during life or in one’s estate. Are there any opportunities here – with the estate tax repeal of 2010 – for gift planners?


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