Start with numbers: A case study for charitable clients

As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while also optimizing tax benefits. Unfortunately, a 2023 survey found that only 19.2% of advisors regularly discuss charitable...

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Youth Grantmakers Spring Cohort: Next Gen Leaders, Right Now

When we trust young people with real responsibility and give them the tools to lead, they rise to the moment with heart, thoughtfulness, and vision. IECF’s Youth Grantmakers program has been a powerful entry point into philanthropy for young people across the Inland...

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