You are viewing a preview version of this site. The live site is located at: https://foundation.jewishva.org
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…
Possible changes in the tax law will give attorneys, CPAs, and financial advisors a lot to talk about with high net-worth clients, especially related to potential changes to the estate tax exemption, which has historically been a hot button. It still needs to be determined whether or not a p…
You're busy as 2024 draws to a close! The Tidewater Jewish Foundation (TJF) team is committed to researching, curating, and keeping you up-to-date on the latest trends and developments that could impact your clients’ charitable giving strategies. If you only have 60 seconds, we recommend s…
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
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…