Donor-advised funds: Bunching, abundance, and flexibility

Many people establish a donor-advised fund at IECF to simplify their giving, stay organized, and even engage the next generation in philanthropy. And, for some families, 2025 is the year when the donor-advised fund takes on an even bigger role in aligning charitable...

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Tax-deductible, tax-exempt, and need-to-know nuances

As year-end approaches, your thoughts might naturally turn to charitable giving—both as a way to support favorite causes and to make the most of available tax benefits. Recent changes in the tax laws have caused many people to reflect on their own understanding of the...

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Year-end dynamics: Tax law changes and growing community need

You are likely aware that many families in our community are struggling, and you may be wondering how you can help most effectively. Whether increased community needs are triggered by a government shutdown that disrupts paychecks, services, and community programs, a...

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Bread and butter strategy: QCDs for clients 70½ and older

As the economic and legislative environment continues to evolve, advisors are sharpening every tool they have to help clients meet both their financial and charitable goals. Provisions enacted as part of the One Big Beautiful Bill Act (OBBBA) are prompting renewed...

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