Generational shifts: Fulfilling clients’ charitable wishes

Chances are, you’ve already noticed that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children.

The dollars involved are eye-popping. Most attorneys, financial advisors, and CPAs…

“If this, then that”: Scenarios to consider as tax time approaches

As attorneys, CPAs, and financial advisors, you understand you have clients’ attention when tax season rolls around. This makes it a great time to cover tax planning strategies for the current year and beyond. To help incorporate charitable giving topics into your tax season client convers…

Playing the long game: Encouraging your clients to plan ahead in 2025

Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump on their charitable planning for 2025. 

As compelling as year-end giving may be, perhaps even more compelling are the reasons for planning and launching…

Helping Clients Support Jewish Education in 2025

As we step into 2025, advisors have a valuable opportunity to help clients maximize their tax benefits while making a meaningful impact on Jewish education. The Virginia Education Improvement Scholarship Tax Credit (EISTC) Program, offered through the Tidewater Jewish Foundation (TJF), allow…

Home Is Where The Heart Is: Moving A Donor-Advised Fund

There is no place like home! Research signals that charitable individuals tend to assume that gifts to local organizations have a more significant impact. Indeed, proximity increases a client's perception of the correlation between a donation and people being helped. 

Against that backdrop…