Placeholder Funds for Charitable Clients Who Are Planning Ahead

Getting a jump on a future "to-do" list is always a good feeling. The Tidewater Jewish Foundation (TJF) team can help you with your clients' long-term charitable giving plans by putting in place the structures to receive bequests decades from now.

 

Consider a case where you're finalizing…

Unrestricted giving, the trust factor, and why it matters to your clients

The gifts Americans give to charity annually provide critical support for more than a million organizations, helping sustain the quality of life in our communities. Philanthropy equates to 2% of GDP–a little more than the home healthcare services sector! Trust is growing as a prerequisite …

Clients Whose Children Have Moved Away

 

Children of affluent parents tend to move away. This means many clients may seek ways to stay in close communication with their children. Remember that while Tidewater Jewish Foundation can help your clients maximize the impact and tax benefits of their local giving, our tools are also v…

Clients Who Made Significant Charitable Gifts at Year-End

You're probably aware of a few clients who increased their charitable giving at the end of 2023. You may have worked with a client to establish a donor-advised or other charitable fund at the Tidewater Jewish Foundation, or you helped a client structure a Qualified Charitable Distribution to…

Tying The Knot and Making A Difference

September through October are peak wedding months, so it's little surprise that February ends the four-month window for many marriage proposals. When some clients recall the months before their weddings, they may remember traipsing to a department store to write out a gift registry that incl…