Charitable giving, due diligence, and how IECF can help

Many people want to be thoughtful in their charitable giving, but that doesn’t always make the process easy. In fact, one of the most common challenges donors face is simply feeling confident in their decisions. With so many worthy organizations, urgent needs, and...

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Tax season debrief: Three common regrets

If you’re like many donors, the weeks leading up to tax deadlines tend to bring charitable giving into sharper focus. You may have finalized contributions, gathered documentation, or had conversations with your CPA about how your philanthropy fits into your overall...

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Deepening your impact in times of need

Many people are not fully aware of the extent to which charitable organizations shape everyday life in our communities. From social services to education, healthcare, and the arts, nonprofits touch nearly every aspect of quality of life. Americans give hundreds of...

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Case study: Charitable giving in a down market

As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective as performance metrics. While headlines may or may not ultimately signal a prolonged downturn, the mere possibility of a bear market...

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Serving charitable clients: Dual strategies emerge

As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors. On one hand, the high federal estate tax exemption and new restrictions on itemizing charitable...

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