ACTEC Foundation 2022 Summer Meeting Newsletter
In this edition…
The ACTEC Foundation President, Jeff Thede, shares updates from the past few months, including the results of the 2022 Spring Derby Fundraiser and the recognition of Foundation-supported productions by the Academy of Interactive and Visual Arts. Read all about it in the 2022 Summer Newsletter!
Get the 3rd Edition of Engagement Letters FREE including sample letters in Word & PDF.
Latest ACTEC Trust and Estate Talk Podcasts
Trust Funding Options
Learn how fractional and pecuniary trust funding formulas impact taxes, asset allocation, and estate planning outcomes for beneficiaries.
Providing Charitable Assistance to Survivors of a Disaster
Learn how charitable organizations provide disaster relief, including 501(c)(3) rules, fiscal sponsorship, and compliance requirements for aiding survivors.
Disaster Preparedness for Trust and Estate Planning
Disaster preparedness for estate planning: key tips on insurance, recovery, and client guidance from ACTEC Fellows.