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 a field of interest or designated fund at TJF.
Now that the dust has settled on year-end planning activities, go back to these clients to learn more about their overall philanthropic plans. You may discover that a client would like to work with you to update their estate plan to include a bequest to their fund at Tidewater Jewish Foundation, set up a charitable remainder trust with highly appreciated stock, or proactively plan their charitable gifts for 2024 to get a jump on tax strategies.
We invite you to get in touch to discuss your clients' charitable giving and explore all the options available through TJF for structuring a legacy through philanthropy.