Always top of mind: The donor-advised fund’s broad appeal

Always top of mind: The donor-advised fund’s broad appeal

Over the last few years, your clients have likely been hearing more and more about donor-advised funds. That is no accident; these vehicles are steadily gaining popularity. What your clients might not know, however, is that they ca…

Gifts Of Real Estate: Watch Every Step

Gifts Of Real Estate: Watch Every Step

We’re hearing from more and more attorneys, accountants, and financial advisors that your clients are expressing interest in giving real estate to charity. This is wonderful news! 

You’re certainly aware that gifts of real estate to a fund at the…

Less Can Be More: Charitable Giving Helps Parents Pass Wealth To Children

Less Can Be More: Charitable Giving Helps Parents Pass Wealth To Children

How much is too much? That’s a question many parents ask as they structure lifetime gifts and bequests to children in their financial and estate plans. Wealthy clients are sometimes concerned that leaving millions o…

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…