2020 Summer Newsletter
President’s Message
Jeff Thede is proud to share his first newsletter as President of The ACTEC Foundation. Please make sure you check out his first Message from the President, as well as updates on Donors to the Foundation. Generous donors to The ATCEC Foundation from January 1 through May 5, 2020 are listed. If you’d like to see your name in the Fall 2020 newsletter, why not support one of the jockeys in the inaugural ACTEC Foundation Spring Derby? Seven jockeys are Running for the ACTEC Foundation official Mint Julep Cup, and bragging rights for a year.
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.


