December 23, 2014
It may seem that with just a week left in the year, it is too late for individuals to establish a fund at the Community Foundation of New Jersey and increase their 2014 tax refund.
In fact, our staff of philanthropic professionals are here to help advisors, families, or individuals set up funds every week day until the end of the year except for December 24th and 25th. We’re even here the full day on December 31st.
Once a fund is established, a donor may take time over the holidays to think in greater depth about his or her philanthropic goals, and we will meet in the New Year to discuss the best ways to achieve those goals in 2015 and beyond.
For an overview of the topline issues people think about when setting up a fund, click on the below video featuring members of our Legal, Wealth, Tax Advisory Committee.
With questions about setting up a fund, or to schedule time to meet with a member of our staff, please contact Hans Dekker at 973-267-5533.