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Experience

As a principal at Plante Moran REIA, Jerry assists religious communities, healthcare organizations, and not-for-profits in identifying their strategic direction based on internal and external analyses. He helps define organizational vision, purpose, and values; identify goals and objectives; develop action plans; and assign responsibilities for implementation.
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Specializes In

“I feel passionate about helping to bring new life to religious retirement facilities and a spirit of renewal in all aspects of aging.”

Additional Thoughts

Embracing a model of elder living in religious communities: Medical or social?
Jerry Gumbleton Plante Moran REIA
Article May 3, 2017 4 min read
IRS offers limited relief from the once-in-always-in condition for 403(b) plans
Christina Dork
Article February 13, 2019 3 min read
Tax-exempt organizations: How will the “Parking Tax” impact you?
Dori Eggett
Webinar February 12, 2019; 11:00 a.m. - 12:00 p.m. EST 60 min watch
New IRS guidance on parking tax for tax-exempt employers
Amy Ciminello
Webinar January 30, 2019 60 minute listen