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Articles tagged with: Planned Giving

Roth IRA Conversions, Part II: To Convert or Not, That is the Question…
By Jonathan Gudema Esq. on April 27, 2010 | 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?
By Jonathan Gudema Esq. on April 15, 2010 | 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
By Jonathan Gudema Esq. on February 1, 2010 | 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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