ACTEC Foundation 2023 Fall Newsletter
President’s Message
Welcome to fall! At the 2023 Fall Meeting of The ACTEC Foundation Board of Directors, the Board will be focusing on the purpose and goals of The ACTEC Foundation, reviewing The Foundation’s mission statement to make sure it aligns with current grantmaking and other activities and vice versa. Many of the Foundation’s Committees met in advance of the Board meeting to discuss this initiative, and I look forward to a robust discussion of how The Foundation may have the best impact on the future of trust and estate education, communications, and community service. >> Continue reading.
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.