Legacy Toolkit:
For Trustees and Advisors

For Trustees and Advisors

In your work as an advisor, you value professionalism, integrity, and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts.

Please use our legacy website as you help your clients with their charitable plans, and feel free to contact Scott Kaplan, President and CEO, at 757.965.6109 or skaplan@ujtf.org.

Tools for Professional Advisors

Legal name: Tidewater Jewish Foundation
Address: 5000 Corporate Woods Drive, #200, Virginia Beach, VA 23462
Federal Tax ID number: 54-1653165

Partner With Us
We understand that gifts to charities such as the Tidewater Jewish Foundation can be an important part of your clients’ overall financial and estate plans. That’s why we’re committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff — all working together to arrange the best gift possible.