Comparing two scenarios: Why the step-up in basis matters
As you’ve watched the news about potential tax reform, a principle known as the “step-up in basis” might have caught your attention. Over the years, from time to time, draft legislation has proposed that this principle be changed or eliminated. Although tax law...
Grantee Spotlight: Citrus Counseling Services receives grant to update facilities
The James Bernard and Mildred Jordan Tucker Fund through the Inland Empire Community Foundation will positively impact the endeavors of one San Bernardino County nonprofit. Thanks to the recent grant, Citrus Counseling Services will be able to use the funding to...
QCDs: Soon there may be more to love
If you are 70 ½ and older, by now you’ve likely heard about a charitable giving tool called a Qualified Charitable Distribution (“QCD”), allowing you to direct a distribution from your IRA to an eligible charity, such as a designated fund, unrestricted fund, or...
Uncertain times: FAQs about charitable giving
Economic turbulence, inflation concerns, and a general sense of financial instability have made 2025 very challenging for a lot of people. As you consider how to support your favorite charities this year, take a moment to evaluate which assets may be best suited for...
Philanthropy: It’s a marathon, not a sprint
As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, even in times of economic uncertainty. Here are three trends to watch as you guide your clients through an...
A happier alternative? Moving from a private foundation to a donor advised fund (DAF)
The number of private foundations in the United States is nearing 150,000 with combined assets topping $1 trillion, so it’s no wonder that a lot of people immediately think about establishing a private foundation when they begin to explore structuring their charitable...
Charitable remainder trusts: What, where, who, why, when, and how?
If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even helped clients set them up. For most attorneys, CPAs, and financial advisors, CRTs don’t come along...
Dreaming Forward: A Summit for Education Equity
IECF recently held its first Education Equity Summit in partnership with the Youth Mentoring Action Network and Congregations Organized for Prophetic Engagement (C.O.P.E). This event provided a valuable opportunity for participants to learn from leading education...
Rooted in Community: Ben Nate Leads the Way for AANHPI Equity in the Inland Empire
When we talk about community leadership, we’re talking about people who step forward because they’ve seen what needs to change—and they’re willing to help build the bridge to get us there. Ben Nate is one of those leaders. Ben is the inaugural chair of IECF’s newly...
CIELO Fund Grants $450,000 to 40 Organizations in 2025 Grants
The Cultivating Inland Empire Latino Opportunity, or, CIELO Fund, at IECF announced $450,000 in its 2025 round of grant awards to 40 organizations serving the region. This brings the CIELO Fund’s total investment through its grantmaking, research, narrative change...
