Advisor's Blog

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…

Unrestricted giving, the trust factor, and why it matters to your clients

The gifts Americans give to charity annually provide critical support for more than a million organizations, helping sustain the quality of life in our communities. Philanthropy equates to 2% of GDP–a little more than the home healthcare services sector! Trust is growing as a prerequisite …

Clients Whose Children Have Moved Away

 

Children of affluent parents tend to move away. This means many clients may seek ways to stay in close communication with their children. Remember that while Tidewater Jewish Foundation can help your clients maximize the impact and tax benefits of their local giving, our tools are also v…