Donor-advised funds: So much to celebrate

Over the years, our team has talked with a lot of people who are surprised to learn that they can set up such a wide variety of charitable giving vehicles at IECF, including legacy gifts as well as lifetime giving vehicles such as donor-advised funds. What’s more,...

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Six tips for your year-end game plan

With only a few months left in 2025, it is important to evaluate your philanthropy sooner rather than later. Recently passed tax laws may throw a curveball into the financial planning strategies you’ve set in motion with your advisors.  Here are six tips to help you...

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Balancing immediate and long-term support for community causes

At IECF, we’re committed to working with individuals, families, and businesses to help make a difference in the causes you care about. Indeed, many people have at least a general idea of the community impact they’d like to achieve when they first establish a fund. If...

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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. ...

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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...

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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...

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