Advisor Knowledge Hub
IPOs and charitable clients: Three scenarios for impact
If you keep an eye on initial public offerings, it’s been an exciting few weeks, especially if your clients are involved. As you work with clients who may hold stock that’s going public, or if your clients are considering investing in companies...
Backdrop required: Informing your work with charitable clients
As attorneys, CPAs, and financial advisors, you’re dedicated to helping charitable clients navigate technical planning opportunities ranging from donor-advised funds and Qualified Charitable Distributions to charitable trusts and gifts of complex...
Business succession planning: Four questions and one word of caution
At IECF, we work with a wide range of individuals, families, and businesses for whom charitable giving is a priority, especially related to supporting causes in our community that improve the quality of life for everyone. In many cases, we’re...
