The ACTEC Foundation 2025 Fall Meeting Newsletter
President’s Message
As the Foundation’s Board of Directors looks forward to its fall meeting, all of us on the Board would like to thank the generous donors who have supported our work over the last year. In this season of change, as many of us watch the leaves turn from green to gold and red, we reflect on how the grants The Foundation makes bring about positive change in the trust and estate profession and in the wider world. To all of our donors, a hearty thank you! >>Click on a button below to read more.
In This Issue
- President’s Message
- Three Grants Approved by The ACTEC Foundation
- 2025 Mary Moers Wenig Student Writing Competition Winners
- 2025-2027 Dennis I. Belcher Young Leaders
- “Steps to Take After Winning the Lottery” Video Goes Viral
Latest ACTEC Trust and Estate Talk Podcasts
Gift Tax Returns: Planning, Ethics, and Best Practices
Learn about Form 709-NA, e-filing updates, gift splitting, digital assets, and disclosure rules in this ACTEC podcast on gift tax returns.
A Trustee’s Perspective on Trust-Owned Life Insurance
Learn key considerations for trustees managing Irrevocable Life Insurance Trusts (ILITs) and how to navigate grantor rules and withdrawal rights.
Your Charitable Income Tax Breaks Are Changing in 2025 and 2026
Learn how 2025–2026 tax changes impact charitable deductions, DAFs, and SALT limits, plus smart year-end giving and IRA gift strategies.




