Legal Developments: We're Watching!

As your go-to resource for charitable giving techniques, the Tidewater Jewish Foundation (TJF) team pays close attention to best practices in addressing the broad range of your clients' philanthropic intentions to support both near-term and long-term community needs. This includes tracking l…

Advising The Charitable Millionaire Next Door

At the end of 2024's first quarter, an estimated 485,000 Americans could count themselves among the so-called "401(k) millionaires," meaning the balance in their employer-sponsored retirement plans has reached the $1 million level. Thanks in part to stock market rallies during the first part…

Tax Credits STILL Available. Act Now!

It’s graduation season, and that means education may be on your minds of your clients. The Tidewater Jewish Foundation (TJF) can help them make a difference in the lives of young people by funding education. TJF is an approved scholarship foundation under the Virginia Education Improvement…

Spotting Opportunity: Commercial Fund vs. Community Foundation

While a donor-advised fund, a popular charitable planning tool, can be established through a national financial institution, Tidewater Jewish Foundation (TJF) offers its donor-advised fund holders a unique set of advantages. These include a wider range of services, personalized attent…

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…