We are here to help you serve your clients and our community. We know that as a professional advisor, you have clients who care about our community. When you work in partnership with the Tidewater Jewish Foundation, you can help them apply their passion to give, while enjoying significant tax benefits. The Foundation works with advisors from the legal, accounting, insurance, wealth management and investment fields to help individuals and families reach their charitable goals.
We are here as a free service to help you and your clients make giving easy. We can help your clients determine how they would like to make an impact and work in partnership with you to determine the best assets and vehicles for funding a gift now or as part of their estate plan. We can provide you and your clients with clear and understandable gift illustrations.
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