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Less Can Be More: Charitable Giving Helps Parents Pass Wealth To Children
How much is too much? That’s a question many parents ask as they structure lifetime gifts and bequests to children in their financial and estate plans. Wealthy clients are sometimes concerned that leaving millions o…
As your go-to resource for charitable giving techniques, the Tidewater Jewish Foundation (TJF) team pays close attention to best practices in addressing the broad range of your clients' philanthropic intentions to support both near-term and long-term community needs. This includes tracking l…
At the end of 2024's first quarter, an estimated 485,000 Americans could count themselves among the so-called "401(k) millionaires," meaning the balance in their employer-sponsored retirement plans has reached the $1 million level. Thanks in part to stock market rallies during the first part…
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…
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…