Donor-advised funds: Flexible, tax-friendly, and just the beginning

As attorneys, CPAs, and financial advisors, you’ve no doubt noticed that financial publications’ coverage of donor-advised funds is increasing. This is no surprise, considering that these popular vehicles can help your clients achieve both their financial and philanthropic goals. 

What…

Tongue twister-OBBBA-IRAs-QCDs-FAQs

If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA, the One Big Beautiful Bill Act, got thrown into the mix. Let’s address five frequently asked questions we’ve been hearing from attorneys, C…

Quiet types: Spotting clients who prefer to give anonymously

At the Tidewater Jewish Foundation (TJF), we’re dedicated to helping your clients achieve their charitable goals. We’re honored to serve as your trusted resource for tax-efficient giving strategies, help your clients maximize their charitable impact, and support your clients as they buil…

Charitable mindset: What are clients thinking?

Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving, you can be a step ahead. Plenty of research offers clues about what matters most to your philanthro…

Weighing the options: Private foundation or donor-advised fund?

When working on the charitable components of a client's estate or financial plan, one of the first areas you'll likely explore is the structure. Certainly, you are familiar with both private foundations and donor-advised funds as useful charitable giving tools.

Before you jump into one or t…