Your charitable intentions: Plan to plan!

Many individuals and families spend a great deal of time setting up a charitable plan they feel good about. For example, they establish a donor-advised or other types of funds at IECF, update IRA beneficiary designations so that the fund receives the proceeds, and...

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A January Message from Our CEO: Commitment, Courage, Community

As we start the new year, I’m grateful for the progress we achieved together in 2025, despite the wholesale attacks and policy shifts our nonprofits have experienced from Washington, DC. As we head into 2026, ongoing anti-DEI efforts, new verifications for social...

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Underappreciated and overlooked: Why life insurance matters

Even in an era when term life insurance policies may appear to dominate, many people still hold whole life, variable life, or universal life insurance policies. In many cases, when the original need for a policy goes away (e.g., children become independent or other...

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Get started now: Your 2026 charitable giving checklist

Many people approach a new year with a genuine desire to be more intentional about their charitable giving. They know they want to make a difference, align their generosity with their values, and perhaps even involve their families—but they are often unsure where to...

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Case study: A QCD conversion in action

If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they come up in a client conversation, you are not alone! Whether you are an attorney, CPA, or financial advisor, at some point you...

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Keep going: Why donor-advised funds are still essential

For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. That’s because many taxpayers wanted to maximize the tax benefits of their charitable donations before the...

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