Charitable mindset: What are clients thinking?
Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving, you can be a step ahead. Plenty of research offers clues about what matters...
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...
Grantee Spotlight: ARPA Fund grant supports Oak Grove Center in helping at-risk youths rebuild their lives
A recent grant from Inland Empire Community Foundation (IECF) is helping one non-profit continue its mission to rebuild the lives of at-risk children and their families. IECF distributed the American Rescue Plan Act (ARPA) Fund to Oak Grove Center, a residential,...
Grantee Spotlight: Rovers Return Dog Rescue is boosted by IECF grant
A recent Inland Empire Community Foundation grant will enhance the boots-on-the-ground efforts of a local intrepid dog rescue non-profit organization. “The recent grant has helped us provide much needed veterinary care, from spay and neuter, vaccines and microchips,...
