Advisor Knowledge Hub
A key to client retention: Consider charitable planning
Retaining clients is a cornerstone of long-term business success, no matter the profession or industry. As the saying goes, keeping an existing client—and earning additional work from that client—is far easier and more cost-effective than securing...
2025 action required: Last call for current tax rules
As you counsel clients through year-end tax planning, the community foundation encourages you to remind them that 2025 presents a critical window of opportunity for charitable giving before major provisions of the One Big Beautiful Bill Act (OBBBA)...
Planning for clients’ incapacity: Why charitable intentions matter
The team at IECF is honored to work with attorneys, CPAs, and financial advisors to help clients turn generosity into lasting impact. Of course, as you work with your charitable clients, you routinely determine the best way to incorporate...
