Three clients. Three solutions. One common theme.
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients first and foremost as an act of generosity, but also as a powerful tool in tax planning. ...
Inherited IRAs: A charitable solution?
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for as long as possible? This so-called “stretch IRA” was largely eliminated by the SECURE...
The Power of Giving and Meaningful Client Engagement
There’s a lot to celebrate in October! National Estate Planning Week For many attorneys, financial advisors, and CPAs, estate planning is part of your client conversations every single month, week, and day of the year. You never hesitate to remind clients to update...
Grantee Spotlight: Grants to Rebirth Homes assists survivors of human trafficking
A recent Inland Empire Community Foundation (IECF) grant will greatly support one nonprofit’s long-term residential program for survivors of human trafficking. Rebirth Homes recently received a grant via the Seraphim Fund, which aids women and children, to assist...
Grantee Spotlight: Grant fine tunes Palm Springs Friends of Philharmonic’s efforts
Renowned Boston Philharmonic Orchestra conductor Benjamin Zander once said, “The conductor of an orchestra doesn't make a sound. The conductor's job is to awaken possibility in other people.” Palm Springs Friends of Philharmonic Executive Director Lee Mills is all...
Grantee Spotlight: Animal Samaritans expands thanks to Community Foundation grant
Animal Samaritans has actively promoted the healing power of animal-human connections, creating curricula that offer animal companionship as a form of treatment. One of the intrepid Coachella Valley nonprofit’s specialties is bringing trained animals to hospitals,...
Where Youth Voices Lead, Education Equity Follows
In the Inland Empire, young people are stepping forward with clear ideas about the schools and communities they want to see. Through a year of hosting “Freedom Dreaming Sessions” and learning from students and educators at our Education Equity Summit, we understand...
Grantee Spotlight: Nonprofit start-up ‘Chinampas’ sprouts compelling mental health initiative
A recent grant from Inland Empire Community via The CIELO Fund for Latino Empowerment is helping one local start-up offer a multigenerational approach to, as its founders put it, “honor the past, live in the present, and shape the future.” And all by using creativity...
One Big Beautiful Bill Act: Three big picture pointers
“So what does it mean for charitable planning, really?” That’s a question our team has been fielding from attorneys, CPAs, and financial advisors ever since the One Big Beautiful Bill Act became law on July 4, 2025. It’s an understandable question, not only because...
Tongue twister: OBBBA, IRAs, QCDs, and FAQs
If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the mix. Let’s address five frequently asked questions we’ve been hearing from attorneys, CPAs, and financial...
