Advisor's Blog

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…

Clean Slate: Tips for Charitable Giving in 2024

A new year is such a great time to plan and reboot. Cliche as it may be to talk about resolutions this time of year, it’s tough to deny that January represents a clean slate for “to do” lists, goals, and your overall mindset.

As you think about your 2024 charitable giving goals and pr…

When It’s Time to Change … Time and Time Again

If you’re an estate planning attorney, you know how important it is to keep wills and trusts current and in line with your clients’ intentions. And if you’re an accountant or a financial advisor, you’re always looking for frictionless and tax-savvy ways for clients to improve their f…