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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Advocacy in Washington, D.C.: Foundations on the Hill 2026 

  Last week, Inland Empire Community Foundation (IECF) President & CEO Michelle Decker and Graciela Moran, Manager of the Office of Policy & Engagement, were in Washington, D.C. for Foundations on the Hill, joining philanthropic leaders from across the country...

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