Checking in on your charitable plan

"Life is what happens to you while you're busy making other plans." — John Lennon You’ve certainly heard that well-known quote. But have you thought about it in the context of your charitable giving? It’s common to create a charitable giving plan during a particular...

read more

Charitable giving: Ten ways teens can get involved

At IECF, we are honored to work with many families across multiple generations. Quite frequently, parents and grandparents share with us their hopes of passing along to the next generation more than just financial assets. They want to pass along values, encourage...

read more

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 involved in IPOs, be...

read more

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 assets. IECF is here...

read more

Grantee Spotlight: Foundation grant enhances Aztec traditions

Preserving Aztec culture is at the core of Círculo Azteca Citlaltonac Indigenous Culture Center’s mission. Recently, the non-profit organization’s commitment to healing through tradition has expanded, thanks to help from local allies. Círculo Azteca’s Executive...

read more

Are you ready to plan
your will or trust?
Our free Estate Planning Guide can help:
CLICK HERE
Skip to content