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		<title>Charitable giving, due diligence, and how IECF can help</title>
		<link>https://www.iegives.org/donor-knowledge-hub-charitable-giving/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Tue, 07 Apr 2026 17:08:07 +0000</pubDate>
				<category><![CDATA[blog]]></category>
		<category><![CDATA[donor knowledge hub]]></category>
		<category><![CDATA[advisors]]></category>
		<category><![CDATA[charitable giving]]></category>
		<category><![CDATA[community]]></category>
		<category><![CDATA[donors]]></category>
		<category><![CDATA[funds]]></category>
		<category><![CDATA[giving]]></category>
		<category><![CDATA[inland empire]]></category>
		<category><![CDATA[inland empire community foundation]]></category>
		<category><![CDATA[knowledge]]></category>
		<category><![CDATA[nonprofit]]></category>
		<category><![CDATA[philanthropy]]></category>
		<category><![CDATA[tax]]></category>
		<category><![CDATA[tax season]]></category>
		<category><![CDATA[taxes]]></category>
		<guid isPermaLink="false">https://www.iegives.org/?p=27380</guid>

					<description><![CDATA[<p>Many people want to be thoughtful in their charitable giving, but that doesn’t always make the process easy. In fact, one of the most common challenges donors face is simply feeling confident in their decisions. With so many worthy organizations, urgent needs, and compelling opportunities, it can be difficult to know where to start—or how [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/donor-knowledge-hub-charitable-giving/">Charitable giving, due diligence, and how IECF can help</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span style="font-weight: 400;">Many people want to be thoughtful in their charitable giving, but that doesn’t always make the process easy. In fact, one of the most common challenges donors face is simply feeling confident in their decisions. With so many worthy organizations, urgent needs, and compelling opportunities, it can be difficult to know where to start—or how to know if you’re making the <strong>biggest possible impact.</strong></span></p>
<p><span style="font-weight: 400;">If you’ve ever found yourself wondering whether you’re giving to the “right” organizations, you are not alone. <strong>This is where IECF can help.</strong></span></p>
<p><span style="font-weight: 400;">One of the most valuable roles IECF plays is serving as a trusted, knowledgeable partner in your philanthropy. Our team works closely with nonprofit organizations across the region and maintains a deep understanding of the issues shaping our community. This allows us to provide more than just options—we can offer context. For example, if you’re interested in supporting a particular cause, we can share insight into how that issue is affecting our community right now, which organizations are actively addressing it, and where additional support could make a meaningful difference.</span></p>
<p><span style="font-weight: 400;">In addition to offering perspective, IECF can also assist with due diligence. While many organizations are doing excellent work, it’s natural to want reassurance that your gifts are being used effectively and in alignment with your intentions. Our team can help review organizations’ missions, programs, and governance practices, and provide guidance based on our experience working with nonprofits of all sizes and focus areas. This can be especially helpful if you are considering supporting an organization that is new to you or responding to a timely or urgent need.</span></p>
<p><img decoding="async" class="size-full wp-image-27411 alignleft" src="https://www.iegives.org/wp-content/uploads/2026/04/embolden-donors-2.jpg" alt="" width="400" height="250" /></p>
<p><span style="font-weight: 400;">For many donors, this<strong> combination of insight and due diligence</strong> leads to greater confidence—not just in individual gifts, but in their overall approach to philanthropy.</span></p>
<p><span style="font-weight: 400;">Just as importantly, working with IECF can help you step back and think more strategically about your giving. Rather than approaching each donation as a separate decision, you may find it helpful to consider how your gifts fit together over time. Are there certain causes you’d like to prioritize? Would you like to balance immediate needs with long-term impact? Are there opportunities to involve your family in the process?</span></p>
<p><span style="font-weight: 400;">These are the types of conversations IECF is here to support. Whether you prefer to remain hands-on in selecting organizations or would like help narrowing your focus, our team can tailor our approach to fit your preferences and goals.</span></p>
<p><span style="font-weight: 400;">The result is not a rigid plan, but a more confident and informed path forward.</span></p>
<p><span style="font-weight: 400;"><strong>Philanthropy is personal</strong>, and there is no single <strong>“right”</strong> way to give. But having a trusted partner can make the process feel more manageable—and more meaningful. IECF is honored to work alongside you, helping ensure that your generosity is guided by both your values and a clear understanding of how to make the greatest impact.</span></p>
<p>Please<a href="mailto:giving@iegives.org"> reach out to our Charitable Giving Team</a> anytime. Stay up to date on all the good work we&#8217;re doing through the power of philanthropy &#8211; sign up for our eNewsletter, <a href="https://www.iegives.org/enewsletters/"><em>Philanthropy Matters</em></a>, today.</p>
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<p><em>The team at the community foundation is honored to serve as a resource and sounding board as you build your charitable plans and pursue your philanthropic objectives for making a difference in the community. This newsletter is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice. Please consult your tax or legal advisor to learn how this information might apply to your own situation.</em></p>
<p>The post <a href="https://www.iegives.org/donor-knowledge-hub-charitable-giving/">Charitable giving, due diligence, and how IECF can help</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>Tax season debrief: Three common regrets</title>
		<link>https://www.iegives.org/donor-knowledge-hub-tax-season/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Tue, 07 Apr 2026 17:04:22 +0000</pubDate>
				<category><![CDATA[blog]]></category>
		<category><![CDATA[donor knowledge hub]]></category>
		<category><![CDATA[advisors]]></category>
		<category><![CDATA[charitable giving]]></category>
		<category><![CDATA[community]]></category>
		<category><![CDATA[donors]]></category>
		<category><![CDATA[funds]]></category>
		<category><![CDATA[giving]]></category>
		<category><![CDATA[inland empire]]></category>
		<category><![CDATA[inland empire community foundation]]></category>
		<category><![CDATA[knowledge]]></category>
		<category><![CDATA[nonprofit]]></category>
		<category><![CDATA[philanthropy]]></category>
		<category><![CDATA[tax]]></category>
		<category><![CDATA[tax season]]></category>
		<category><![CDATA[taxes]]></category>
		<guid isPermaLink="false">https://www.iegives.org/?p=27403</guid>

					<description><![CDATA[<p>If you’re like many donors, the weeks leading up to tax deadlines tend to bring charitable giving into sharper focus. You may have finalized contributions, gathered documentation, or had conversations with your CPA about how your philanthropy fits into your overall financial plan. After the deadline has passed, it’s tempting to move on and not [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/donor-knowledge-hub-tax-season/">Tax season debrief: Three common regrets</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span style="font-weight: 400;">If you’re like many donors, the weeks leading up to tax deadlines tend to bring charitable giving into sharper focus. You may have finalized contributions, gathered documentation, or had conversations with your CPA about how your philanthropy fits into your overall financial plan.</span></p>
<p><span style="font-weight: 400;">After the deadline has passed, it’s tempting to move on and not revisit these decisions until later in the year. But the weeks immediately following filing your tax return are actually one of the best times to take a step back and reflect—while the details are still fresh. This is especially important in 2026 because so many tax laws have </span><a href="https://www.forbes.com/sites/matthewerskine/2026/03/02/what-all-donors-need-to-know-about-tax-deductions-after-the-obbba/"><span style="font-weight: 400;">changed</span></a><span style="font-weight: 400;">.</span></p>
<p><span style="font-weight: 400;">If you experienced any surprises this tax season, that’s especially worth discussing. Often, small adjustments made early in the year—rather than in December—can lead to better outcomes both financially and philanthropically. </span></p>
<p><span style="font-weight: 400;">Here are common regrets and how IECF can help for the 2026 tax year and beyond. </span></p>
<p><img decoding="async" class="size-full wp-image-27409 alignright" src="https://www.iegives.org/wp-content/uploads/2026/04/embolden-donors-1.jpg" alt="" width="400" height="250" /></p>
<p><b>Giving cash instead of appreciated assets</b></p>
<p><span style="font-weight: 400;">Many donors regret using cash or credit cards to make large donations instead of gifting appreciated assets (such as stocks, mutual funds, or real estate) held for more than one year. </span></p>
<p><i><span style="font-weight: 400;">The regret</span></i><span style="font-weight: 400;">: Selling assets to donate the cash results in paying capital gains tax on the profit.</span></p>
<p><i><span style="font-weight: 400;">The better move</span></i><span style="font-weight: 400;">: By donating the asset directly to your fund at IECF or to another qualified charity, you may be able to avoid capital gains tax on the appreciation and deduct the full fair market value if you itemize. </span></p>
<p><b>Missing out on “bunching” to surpass the standard deduction</b></p>
<p><span style="font-weight: 400;">The standard deduction was increased under 2017 changes to the tax laws and has stayed high ever since. This can cause missed opportunities for charitable deductions.</span></p>
<p><i><span style="font-weight: 400;">The regret</span></i><span style="font-weight: 400;">: Spreading donations evenly across the years and not exceeding the standard deduction threshold.</span></p>
<p><i><span style="font-weight: 400;">The better move</span></i><span style="font-weight: 400;">: &#8220;</span><a href="https://www.kiplinger.com/investing/how-a-donor-advised-fund-can-slash-your-tax-bill-with-charitable-bunching"><span style="font-weight: 400;">Bunching</span></a><span style="font-weight: 400;">&#8221; multiple years of donations into a single tax year by using a donor-advised fund at IECF to exceed the standard deduction and claim a tax deduction for that year. </span></p>
<p><i><span style="font-weight: 400;">Pro tip</span></i><span style="font-weight: 400;">: Planning around tax rules is especially important for 2026 and future tax years because not only is the standard deduction still high, but also </span><a href="https://tax.thomsonreuters.com/news/obbb-charitable-deduction-rules-reshape-giving-strategies/"><span style="font-weight: 400;">charitable deductions</span></a><span style="font-weight: 400;"> are now subject to a 0.5% “floor” and a 35% cap. Be sure to talk with your tax advisors early in the year to structure a plan that will work best for you.</span></p>
<p><b>Lack of proper documentation </b></p>
<p><span style="font-weight: 400;">Sadly, many donors fail to keep adequate records, leading to potential deductions being disallowed by the IRS. </span></p>
<p><i><span style="font-weight: 400;">The mistake</span></i><span style="font-weight: 400;">: Failing to get written acknowledgment from the charity for donations over $250, or not having a bank record for smaller cash gifts.</span></p>
<p><i><span style="font-weight: 400;">The problem</span></i><span style="font-weight: 400;">: Without </span><a href="https://www.irs.gov/charities-non-profits/substantiating-charitable-contributions"><span style="font-weight: 400;">documentation</span></a><span style="font-weight: 400;">, even genuine donations can be disallowed upon audit. </span></p>
<p><b>Honorable mentions</b></p>
<p><span style="font-weight: 400;">Beyond the “big three,” donors also report regrets such as:</span></p>
<p><span style="font-weight: 400;">–</span><b>Overlooking IRA Qualified Charitable Distributions (</b><a href="https://www.msn.com/en-us/money/personalfinance/qcd-limit-rules-and-how-to-lower-your-2026-taxable-income/ar-AA1UiC7B"><b>QCDs</b></a><b>)</b><span style="font-weight: 400;">. Taxpayers 70½ or older forget they can directly donate to charity from their IRAs, which can help satisfy RMD obligations without increasing their taxable income. (Note that </span><a href="https://www.cnbc.com/2026/03/24/ira-qcds-charitable-donation.html"><span style="font-weight: 400;">changes</span></a><span style="font-weight: 400;"> may be coming that could allow you to use QCDs to fund your donor-advised fund at IECF. Currently, QCDs can fund other types of funds at IECF, but not donor-advised funds.)  </span></p>
<p><span style="font-weight: 400;">–</span><b>Donating to non-qualified entities</b><span style="font-weight: 400;">. Giving to organizations that are not 501(c)(3) nonprofits, meaning that these donations are not tax-deductible. Working with the experienced team at IECF can help you avoid this pitfall. </span></p>
<p><span style="font-weight: 400;">–</span><b>Overvaluing non-cash donations</b><span style="font-weight: 400;">. Inflating the </span><a href="https://www.irs.gov/publications/p561"><span style="font-weight: 400;">value</span></a><span style="font-weight: 400;"> of donated goods (such as clothing or used cars) rather than using their fair market value (thrift store value). This could come back to bite you in an audit!</span></p>
<p><span style="font-weight: 400;">Hoping to avoid tax season remorse next year? Please reach out to the team at IECF. We want to be your first call on all matters of charitable giving. Whether you established a fund at IECF years ago, recently became a fund holder, or are considering doing so this year, we are here for you! </span></p>
<p>Please<a href="mailto:giving@iegives.org"> reach out to our Charitable Giving Team</a> anytime. Stay up to date on all the good work we&#8217;re doing through the power of philanthropy &#8211; sign up for our eNewsletter, <a href="https://www.iegives.org/enewsletters/"><em>Philanthropy Matters</em></a>, today.</p>

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<p><em>The team at the community foundation is honored to serve as a resource and sounding board as you build your charitable plans and pursue your philanthropic objectives for making a difference in the community. This newsletter is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice. Please consult your tax or legal advisor to learn how this information might apply to your own situation.</em></p>
<p>The post <a href="https://www.iegives.org/donor-knowledge-hub-tax-season/">Tax season debrief: Three common regrets</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>Deepening your impact in times of need</title>
		<link>https://www.iegives.org/donor-knowledge-hub-community-impact/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Tue, 07 Apr 2026 17:03:11 +0000</pubDate>
				<category><![CDATA[blog]]></category>
		<category><![CDATA[donor knowledge hub]]></category>
		<category><![CDATA[advisors]]></category>
		<category><![CDATA[charitable giving]]></category>
		<category><![CDATA[community]]></category>
		<category><![CDATA[donors]]></category>
		<category><![CDATA[funds]]></category>
		<category><![CDATA[giving]]></category>
		<category><![CDATA[impact]]></category>
		<category><![CDATA[inland empire]]></category>
		<category><![CDATA[inland empire community foundation]]></category>
		<category><![CDATA[knowledge]]></category>
		<category><![CDATA[nonprofit]]></category>
		<category><![CDATA[philanthropy]]></category>
		<category><![CDATA[tax]]></category>
		<category><![CDATA[tax season]]></category>
		<category><![CDATA[taxes]]></category>
		<guid isPermaLink="false">https://www.iegives.org/?p=27405</guid>

					<description><![CDATA[<p>Many people are not fully aware of the extent to which charitable organizations shape everyday life in our communities. From social services to education, healthcare, and the arts, nonprofits touch nearly every aspect of quality of life. Americans give hundreds of billions of dollars to charity each year, supporting roughly 1.9 million organizations nationwide. These [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/donor-knowledge-hub-community-impact/">Deepening your impact in times of need</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span style="font-weight: 400;">Many people are not fully aware of the extent to which charitable organizations shape everyday life in our communities. From social services to education, healthcare, and the arts, <strong>nonprofits touch nearly every aspect of quality of life.</strong> Americans give hundreds of billions of dollars to charity each year, supporting roughly </span><a href="https://learning.candid.org/number-of-nonprofits-in-us/272665"><span style="font-weight: 400;">1.9 million</span></a><span style="font-weight: 400;"> organizations nationwide. These organizations often become even more </span><a href="https://nonprofitrisk.org/resources/sustaining-nonprofits-during-economic-downturns/"><span style="font-weight: 400;">essential</span></a><span style="font-weight: 400;"> during periods of economic uncertainty, when demand for services tends to rise just as resources can feel more constrained.</span></p>
<p><span style="font-weight: 400;">That dynamic is especially relevant as many are watching the markets closely this spring. Even the possibility of a downturn can </span><a href="https://fortune.com/2025/04/01/why-philanthropic-spending-could-go-down-during-recession/"><span style="font-weight: 400;">influence</span></a><span style="font-weight: 400;"> financial decisions, including charitable giving. It is natural to feel more cautious. At the same time, history shows that community needs often increase during challenging economic periods—making it all the more important to stay engaged in philanthropy.</span></p>
<p><span style="font-weight: 400;">As you think about your charitable giving this year, this may be a good moment to step back and consider not only where you give, but also how you structure your giving for <strong>long-term impact.</strong> In particular, it is important for donors and fund holders to consider expanding their portfolio of giving to include giving to IECF itself.</span></p>
<p><span style="font-weight: 400;">This can take several forms, each of which plays a meaningful role.</span></p>
<p><img decoding="async" class="size-full wp-image-27407 alignright" src="https://www.iegives.org/wp-content/uploads/2026/04/embolden-donors.jpg" alt="" width="400" height="250" /></p>
<p><b>Operating support</b></p>
<p><span style="font-weight: 400;">Some donors choose to support IECF’s operations across generations. This type of support helps ensure that the foundation can continue serving as a trusted resource—connecting donors to causes, responding to emerging needs, and stewarding charitable funds with care and expertise well into the future. It is an investment not only in today’s giving, but also in the long-term strength of the philanthropic infrastructure in our community.</span></p>
<p><b>Support for grant programs</b></p>
<p><span style="font-weight: 400;">Other donors focus on increasing IECF’s grantmaking resources so that more money can flow from IECF to nonprofits that are helping those in need, especially when times are tough. Contributions to unrestricted or broadly focused funds allow IECF to respond quickly and thoughtfully to the most pressing challenges facing our region. During periods of economic strain, this flexibility can be especially powerful, enabling support to reach the people and organizations that need it most, at the moment it matters most.</span></p>
<p><b>A hybrid approach</b></p>
<p><span style="font-weight: 400;">In many cases, donors adopt a dual strategy—continuing to support favorite organizations directly or through IECF’s grant programs while also allocating a portion of their giving to IECF itself. This approach can help balance personal philanthropic interests with broader community impact, creating a more resilient and adaptable giving strategy.</span></p>
<p><span style="font-weight: 400;">IECF’s unique role is what makes any or all of these approaches so effective. As a perpetual institution governed by a local board of directors, IECF is designed to serve the community not just today, but across generations. Our team maintains deep knowledge of local needs, works closely with nonprofit partners, and is positioned to deploy resources where they can do the greatest good over time.</span></p>
<p><span style="font-weight: 400;">Especially in moments when the future feels uncertain, expanding your portfolio of giving in this way can provide an added layer of confidence. You can continue supporting the causes you care about while also strengthening IECF’s ability to lead, respond, and make a difference—now and in the years ahead.</span></p>
<p><span style="font-weight: 400;">We are honored to work alongside you as you consider how your philanthropy can support both immediate needs and lasting impact for our entire community.</span></p>
<p>Please<a href="mailto:giving@iegives.org"> reach out to our Charitable Giving Team</a> anytime. Stay up to date on all the good work we&#8217;re doing through the power of philanthropy &#8211; sign up for our eNewsletter, <a href="https://www.iegives.org/enewsletters/"><em>Philanthropy Matters</em></a>, today.</p>

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<p><em>The team at the community foundation is honored to serve as a resource and sounding board as you build your charitable plans and pursue your philanthropic objectives for making a difference in the community. This newsletter is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice. Please consult your tax or legal advisor to learn how this information might apply to your own situation.</em></p>
<p>The post <a href="https://www.iegives.org/donor-knowledge-hub-community-impact/">Deepening your impact in times of need</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
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		<title>Transferring a private foundation? Remind clients to communicate</title>
		<link>https://www.iegives.org/professional-advisor-hub-private-foundation/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Fri, 03 Apr 2026 22:19:43 +0000</pubDate>
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		<guid isPermaLink="false">https://www.iegives.org/?p=27370</guid>

					<description><![CDATA[<p>As you work with clients who have established a private foundation, it is not uncommon for the conversation to eventually turn to whether this structure still makes sense. What began as a seemingly logical vehicle for organizing a family’s philanthropy can, over time, become administratively burdensome, especially as leadership transitions to the next generation. In [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/professional-advisor-hub-private-foundation/">Transferring a private foundation? Remind clients to communicate</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span style="font-weight: 400;">As you work with clients who have established a private foundation, it is not uncommon for the conversation to eventually turn to whether this </span><a href="https://exponentphilanthropy.org/blog/should-your-foundation-exist-forever-a-guide-to-spend-down-strategies-and-closure/"><span style="font-weight: 400;">structure</span></a><span style="font-weight: 400;"> still makes sense. What began as a seemingly logical vehicle for organizing a family’s philanthropy can, over time, become administratively burdensome, especially as leadership transitions to the next generation. In many cases, transferring a private foundation’s assets to a donor-advised fund at IECF can offer a simpler and more flexible path forward.</span></p>
<p><img decoding="async" class="size-full wp-image-27378 alignleft" src="https://www.iegives.org/wp-content/uploads/2026/04/Wordpress-400-x-250-px-Featured-Image-2025-4.jpg" alt="" width="400" height="250" /></p>
<p><span style="font-weight: 400;">You may already be familiar with the general </span><a href="https://www.forbes.com/sites/brucebrumberg/2024/06/25/7-reasons-to-give-via-donor-advised-funds-instead-of-credit-card-check-or-stock/"><span style="font-weight: 400;">benefits</span></a><span style="font-weight: 400;"> of a donor-advised fund. A donor-advised fund can reduce administrative responsibilities, eliminate many of the complex tax compliance requirements, and allow families to focus more fully on their charitable goals rather than ongoing operations. The </span><a href="https://www.irs.gov/charities-non-profits/private-foundations/termination-of-private-foundation-status"><span style="font-weight: 400;">technical</span></a><span style="font-weight: 400;"> mechanics of making the transition are also relatively straightforward, such as:</span></p>
<p><span style="font-weight: 400;">–Confirm that the private foundation’s board has approved the termination and documented the decision appropriately.</span></p>
<p><span style="font-weight: 400;">–Establish a donor-advised fund at IECF, often structured to mirror the private foundation’s name and governance approach.</span></p>
<p><span style="font-weight: 400;">–Grant the bulk of the private foundation’s remaining assets to the new fund, leaving a reserve to cover final expenses.</span></p>
<p><span style="font-weight: 400;">–Satisfy outstanding liabilities and complete the private foundation’s final tax filings and state-level dissolution requirements.</span></p>
<p><span style="font-weight: 400;">While these steps are important, the transition is ultimately about more than mechanics. It is an opportunity to reposition the family’s philanthropy for the future—reducing administrative friction while preserving, and in many cases enhancing, the impact of the family’s giving.</span></p>
<p><span style="font-weight: 400;">One aspect of the transition deserves particular attention because it is easy to overlook: communication with grantees. For many private foundations, relationships with nonprofit organizations have developed over years—sometimes decades. In some cases, grantees may rely on annual or recurring support. </span></p>
<p><span style="font-weight: 400;">When a private foundation winds down, a lack of clear communication can create confusion or uncertainty for the organizations that have come to depend on that funding. As a trusted advisor, you can play an important role in helping your client plan for this transition thoughtfully. What’s more, IECF can serve as a sounding board. Our team has close relationships with hundreds of nonprofit organizations in our community. Here are five tips for a client’s communication plan that you can help develop with the support of the IECF team:</span></p>
<p><span style="font-weight: 400;">–Encourage your client to communicate </span><i><span style="font-weight: 400;">early</span></i><span style="font-weight: 400;"> and clearly with key grantees. Your client does not want nonprofits to hear about the transition from anyone else. </span></p>
<p><span style="font-weight: 400;">–The communication itself does not need to be complicated. A straightforward email message explaining that the private foundation is transitioning to a donor-advised fund—and that the family remains committed to charitable giving—can go a long way. </span></p>
<p><span style="font-weight: 400;">–Importantly, if possible, the client should reach out personally to each nonprofit grantee to let them know that they will be receiving email communication. This is not just a nice touch; it is a powerful way to maintain and deepen trust. </span></p>
<p><span style="font-weight: 400;">–If the client intends to continue supporting certain organizations, it is helpful to reassure those nonprofits that future grants may be recommended through IECF. </span></p>
<p><span style="font-weight: 400;">–Messages can also affirm the mission of IECF and the broader resources and network it provides to both your clients and the nonprofits they’ve supported for many years. </span></p>
<p><span style="font-weight: 400;">As always, IECF is here to help you and your clients navigate both the technical and relational aspects of this process. Whether your client is ready to move forward now or simply beginning to explore options, our team is honored to work alongside you to ensure a smooth and thoughtful transition to support your clients’ charitable objectives.</span></p>
<p>Please<a href="mailto:giving@iegives.org"> reach out to our Charitable Giving Team</a> anytime. Stay up to date on all the good work we&#8217;re doing through the power of philanthropy &#8211; sign up for our eNewsletter, <a href="https://www.iegives.org/enewsletters/"><em>Philanthropy Matters</em></a>, today.</p>

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<p><em>The team at IECF is honored to serve as a resource and sounding board as you help your clients build their charitable plans and pursue their philanthropic objectives for making a difference in the community. This newsletter is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice. Please consult your tax or legal advisor to learn how this information might apply to your own situation.</em></p>
<p>The post <a href="https://www.iegives.org/professional-advisor-hub-private-foundation/">Transferring a private foundation? Remind clients to communicate</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
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		<title>Case study: Charitable giving in a down market</title>
		<link>https://www.iegives.org/professional-advisor-hub-case-study/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Fri, 03 Apr 2026 22:17:36 +0000</pubDate>
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		<category><![CDATA[business interest]]></category>
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		<guid isPermaLink="false">https://www.iegives.org/?p=27372</guid>

					<description><![CDATA[<p>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 can influence how clients think about everything from retirement timelines to charitable giving. As [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/professional-advisor-hub-case-study/">Case study: Charitable giving in a down market</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span style="font-weight: 400;">As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective as performance metrics. While </span><a href="https://seekingalpha.com/article/4884783-next-bear-market-may-have-just-begun"><span style="font-weight: 400;">headlines</span></a><span style="font-weight: 400;"> may or may not ultimately signal a prolonged downturn, the mere possibility of a bear market can influence how clients think about everything from retirement timelines to charitable giving. As an advisor, you have an opportunity to help clients stay grounded and intentional, even when emotions are running high.</span></p>
<p><span style="font-weight: 400;">Consider this scenario.</span></p>
<p><span style="font-weight: 400;">When David and Laura arrive at your office for their annual planning meeting, the tone feels different from prior years. In their early 70s and recently retired, David and Laura have always approached financial decisions with a long-term mindset. But today, Laura opens the conversation with a note of concern.</span></p>
<p><span style="font-weight: 400;">“We’re not panicking,” she says, “but it’s hard to ignore what’s going on in the markets. It just feels unsettled.”</span></p>
<p><span style="font-weight: 400;">You nod. You’ve been hearing similar sentiments from many clients. Even when portfolios remain relatively strong, uncertainty alone can create stress. Studies have consistently shown that financial concerns weigh heavily on emotional well-being across </span><a href="https://programbusiness.com/news/widespread-financial-anxiety-in-the-u-s-hits-new-highs-especially-among-younger-generations/"><span style="font-weight: 400;">generations</span></a><span style="font-weight: 400;">, and market volatility tends to </span><a href="https://www.psychologytoday.com/us/blog/anxiety-files/202504/investment-anxiety-in-a-market-downturn"><span style="font-weight: 400;">amplify</span></a><span style="font-weight: 400;"> those feelings.</span></p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-27376 alignleft" src="https://www.iegives.org/wp-content/uploads/2026/04/Wordpress-400-x-250-px-Featured-Image-2025-3.jpg" alt="" width="400" height="250" /></p>
<p><span style="font-weight: 400;">As you walk through David and Laura’s portfolio and estate plan, the numbers tell a reassuring story. Their overall financial plan is still on track, and their estate plan still reflects their goals. But you recognize that this moment calls for more than reassurance. It is an opportunity to reframe how charitable giving fits into the broader picture.</span></p>
<p><span style="font-weight: 400;">“You’ve both been incredibly consistent in your support of local organizations,” you say. “Tell me how you’re feeling about giving this year.”</span></p>
<p><span style="font-weight: 400;">David pauses. “We still want to give,” he says. “We just don’t want to make a mistake if the market gets worse.”</span></p>
<p><span style="font-weight: 400;">That hesitation is familiar. Rather than pulling back entirely, many clients simply need a way to move forward with confidence.</span></p>
<p><span style="font-weight: 400;">You start with a simple reminder.</span></p>
<p><span style="font-weight: 400;">“Not all stocks are down.”</span></p>
<p><span style="font-weight: 400;">You point to a portion of their portfolio that has performed well over time. These appreciated positions present an opportunity. By contributing long-term appreciated stock to their donor-advised fund at IECF, David and Laura may be able to avoid capital gains tax while supporting the causes they care about. Even in a volatile market, this strategy remains one of the most efficient ways to give.</span></p>
<p><span style="font-weight: 400;">Laura leans in. “So even now, that still makes sense?”</span></p>
<p><span style="font-weight: 400;">“It often does,” you reply. “And it can give you flexibility. You can make the gift now, receive the tax benefits, and then take your time recommending grants.”</span></p>
<p><span style="font-weight: 400;">The conversation begins to shift. Instead of focusing solely on uncertainty, David and Laura are now thinking about options.</span></p>
<p><span style="font-weight: 400;">You also gently raise another point.</span></p>
<p><span style="font-weight: 400;">“Market cycles come and go, but community needs don’t pause.”</span></p>
<p><span style="font-weight: 400;">You explain that periods of economic strain often </span><a href="https://www.nonprofitpro.com/article/76-of-nonprofits-report-funding-challenges-during-economic-downturn/"><span style="font-weight: 400;">increase</span></a><span style="font-weight: 400;"> demand for nonprofit services, particularly for households already feeling the effects of inflation and rising costs. IECF is closely connected to these needs and can help ensure that their giving is as impactful as possible.</span></p>
<p><span style="font-weight: 400;">Finally, you mention a strategy they have not yet used.</span></p>
<p><span style="font-weight: 400;">“Because you’re both over 70 ½, we should also look at Qualified Charitable Distributions from your IRAs.”</span></p>
<p><span style="font-weight: 400;">You walk them through how a </span><a href="https://www.msn.com/en-us/money/personalfinance/qcd-limit-rules-and-how-to-lower-your-2026-taxable-income/ar-AA1UiC7B"><span style="font-weight: 400;">QCD</span></a><span style="font-weight: 400;"> could satisfy required minimum distributions while avoiding income tax on those amounts. For clients in their stage of life, it is a straightforward and effective way to continue supporting charitable priorities regardless of market conditions. “You can direct your QCDs to certain types of funds at IECF,” you explain. “You can’t use them to add to your donor-advised fund (at least not </span><a href="https://www.taxnotes.com/research/federal/legislative-documents/legislative-text/s-3975-ira-charitable-rollover-facilitation-and-enhancement-act-2026-introduced/7v13z"><span style="font-weight: 400;">yet</span></a><span style="font-weight: 400;">), but you </span><i><span style="font-weight: 400;">can</span></i><span style="font-weight: 400;"> support IECF’s strategic priorities to help the whole region thrive.” </span></p>
<p><span style="font-weight: 400;">By the end of the meeting, David and Laura feel a renewed sense of clarity. They decide to move forward with a gift of appreciated stock to a donor-advised fund and explore a QCD over the summer to avoid the year-end rush. Just as importantly, they feel reassured that their charitable giving does not need to stop simply because the market feels uncertain.</span></p>
<p><span style="font-weight: 400;">Situations like this are increasingly common. Even the possibility of a downturn can shape client behavior, but it can also open the door to meaningful planning conversations and help keep charitable giving going </span><a href="https://www.investmentnews.com/ria-news/givers-kept-giving-despite-bear-market-says-report-on-donor-advised-funds/229224"><span style="font-weight: 400;">strong</span></a><span style="font-weight: 400;"> across our community. As always, IECF is here to help you navigate these discussions—offering practical strategies, local insight, and support for your clients’ charitable goals in every type of market environment.</span></p>
<p>Please<a href="mailto:giving@iegives.org"> reach out to our Charitable Giving Team</a> anytime. Stay up to date on all the good work we&#8217;re doing through the power of philanthropy &#8211; sign up for our eNewsletter, <a href="https://www.iegives.org/enewsletters/"><em>Philanthropy Matters</em></a>, today.</p>

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<p><em>The team at IECF is honored to serve as a resource and sounding board as you help your clients build their charitable plans and pursue their philanthropic objectives for making a difference in the community. This newsletter is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice. Please consult your tax or legal advisor to learn how this information might apply to your own situation.</em></p>
<p>The post <a href="https://www.iegives.org/professional-advisor-hub-case-study/">Case study: Charitable giving in a down market</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>Serving charitable clients: Dual strategies emerge</title>
		<link>https://www.iegives.org/professional-advisor-hub-dual-strategies/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Fri, 03 Apr 2026 22:13:39 +0000</pubDate>
				<category><![CDATA[advisor knowledge hub]]></category>
		<category><![CDATA[blog]]></category>
		<category><![CDATA[advisors]]></category>
		<category><![CDATA[business interest]]></category>
		<category><![CDATA[charitable giving]]></category>
		<category><![CDATA[charity]]></category>
		<category><![CDATA[clients]]></category>
		<category><![CDATA[Donor Advised Fund]]></category>
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		<category><![CDATA[philanthropy]]></category>
		<guid isPermaLink="false">https://www.iegives.org/?p=27368</guid>

					<description><![CDATA[<p>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 deductions are creating unique needs for your clients whose assets exceed $30 [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/professional-advisor-hub-dual-strategies/">Serving charitable clients: Dual strategies emerge</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span style="font-weight: 400;">As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of <strong>two increasingly distinct groups of donors.</strong> On one hand, the </span><a href="https://foolwealth.com/insights/high-estate-tax-exemption-limits-are-here-to-stay"><span style="font-weight: 400;">high</span></a><span style="font-weight: 400;"> federal estate tax exemption and new </span><a href="https://taxfoundation.org/blog/charitable-deduction-big-beautiful-bill/"><span style="font-weight: 400;">restrictions</span></a><span style="font-weight: 400;"> on itemizing charitable deductions are creating unique needs for your clients whose assets exceed $30 million. On the other hand, the </span><a href="https://smartasset.com/taxes/can-you-deduct-charitable-donations-without-itemizing"><span style="font-weight: 400;">new</span></a><span style="font-weight: 400;"> charitable deduction for non-itemizers offers an entry point and incentive for your clients who are just starting out in their careers or still building wealth.</span></p>
<p><span style="font-weight: 400;">Recent research underscores just how pronounced this </span><a href="https://nonprofitquarterly.org/more-from-fewer-the-growing-role-of-ultra-wealthy-donors"><span style="font-weight: 400;">divide</span></a><span style="font-weight: 400;"> is becoming. Individuals with a net worth of $30 million or more—often referred to as ultra-high-net-worth donors—are playing an increasingly outsized role in philanthropy, accounting for a significant and growing share of total charitable giving. At the same time, policy </span><a href="https://www.forbes.com/sites/matthewerskine/2026/03/02/what-all-donors-need-to-know-about-tax-deductions-after-the-obbba/"><span style="font-weight: 400;">changes</span></a><span style="font-weight: 400;"> are encouraging broader participation at the other end of the spectrum, bringing new donors into the fold even if their initial gifts are modest. The result is a philanthropic landscape that is simultaneously becoming more concentrated and more expansive.</span></p>
<p><span style="font-weight: 400;">For your ultra-high-net-worth clients, charitable giving is rarely about a single transaction. Instead, it is often deeply </span><a href="https://www.fa-mag.com/news/the--30-million-threshold--where-the-future-of-wealth--and-power-begins-85260.html"><span style="font-weight: 400;">integrated</span></a><span style="font-weight: 400;"> into long-term planning around wealth transfer, business succession, and family legacy. These clients may be evaluating complex assets, timing considerations, and multigenerational involvement. Conversations tend to focus on strategy—how philanthropy aligns with identity, values, and long-term impact. IECF can help you navigate these discussions by offering <strong>flexible structures, local insight, and support for engaging the next generation in meaningful ways.</strong></span></p>
<p><img loading="lazy" decoding="async" class="alignnone wp-image-27416 size-full" src="https://www.iegives.org/wp-content/uploads/2026/04/Embolden-PA.jpg" alt="" width="400" height="250" /></p>
<p><span style="font-weight: 400;">By contrast, clients earlier in their wealth-building years—including the children and grandchildren of ultra-high-net-worth clients—may be engaging with charitable giving in a more incremental and exploratory way. The availability of a charitable deduction for non-itemizers creates a new </span><a href="https://www.supportingstrategies.com/blog/why-small-gifts-matter-more-in-2026/"><span style="font-weight: 400;">opportunity</span></a><span style="font-weight: 400;"> to introduce philanthropy as part of their financial lives sooner than in the past. For these clients, the focus is often on establishing habits, identifying causes, and understanding how giving fits alongside other priorities. Even relatively small gifts can serve as the foundation for lifelong philanthropic engagement. (Note that the new deduction for non-itemizers applies only to cash gifts and is not available for gifts to donor-advised funds.) </span></p>
<p><span style="font-weight: 400;">These two groups are not just separated by wealth—they are operating under different incentives, different planning horizons, and different motivations. As a trusted advisor, recognizing these distinctions can help you tailor your conversations and add value in more meaningful ways. Some clients may benefit from sophisticated planning strategies, while others simply need a clear and accessible entry point.</span></p>
<p><span style="font-weight: 400;"><strong>Here is one final but important point:</strong> Regardless of whether a client itemizes or doesn’t itemize, pay close attention to clients who are age 70 ½ and over and who own IRAs. Qualified Charitable Distributions are a powerful and tax-advantaged tool for clients to transfer up to $111,000 per taxpayer (2026 limit) to support favorite causes. What’s more, proposed </span><a href="https://www.taxnotes.com/research/federal/legislative-documents/legislative-text/s-3975-ira-charitable-rollover-facilitation-and-enhancement-act-2026-introduced/7v13z"><span style="font-weight: 400;">legislation</span></a><span style="font-weight: 400;"> may open the door for your clients to use QCDs to fund their donor-advised funds at IECF. Right now, clients can use QCDs to fund field-of-interest, unrestricted funds, and certain other types of funds at IECF, but not donor-advised funds.    </span></p>
<p><span style="font-weight: 400;">As always, IECF is here to support both ends of this spectrum. Whether your client is structuring a complex gift involving closely held assets or taking the first steps toward organized charitable giving, our team can help you identify the right approach. <strong>We are honored to be your partner in serving your charitable clients across every stage of their philanthropy journey.</strong></span></p>
<p>Please<a href="mailto:giving@iegives.org"> reach out to our Charitable Giving Team</a> anytime. Stay up to date on all the good work we&#8217;re doing through the power of philanthropy &#8211; sign up for our eNewsletter, <a href="https://www.iegives.org/enewsletters/"><em>Philanthropy Matters</em></a>, today.</p>

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<p><em>The team at IECF is honored to serve as a resource and sounding board as you help your clients build their charitable plans and pursue their philanthropic objectives for making a difference in the community. This newsletter is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice. Please consult your tax or legal advisor to learn how this information might apply to your own situation.</em></p>
<p>The post <a href="https://www.iegives.org/professional-advisor-hub-dual-strategies/">Serving charitable clients: Dual strategies emerge</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
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		<title>Grantee Spotlight: Cal State San Bernardino program does ‘whatever is in our power’ to help students</title>
		<link>https://www.iegives.org/grantee-spotlight-csusb/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Tue, 24 Mar 2026 20:52:13 +0000</pubDate>
				<category><![CDATA[blog]]></category>
		<category><![CDATA[grantee spotlights]]></category>
		<category><![CDATA[community]]></category>
		<category><![CDATA[grants]]></category>
		<category><![CDATA[housing]]></category>
		<category><![CDATA[humane housing]]></category>
		<category><![CDATA[IE]]></category>
		<category><![CDATA[iecf]]></category>
		<category><![CDATA[inland empire]]></category>
		<category><![CDATA[inland empire community foundation]]></category>
		<category><![CDATA[inland socal housing collective]]></category>
		<category><![CDATA[nonprofit]]></category>
		<category><![CDATA[resources]]></category>
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		<guid isPermaLink="false">https://www.iegives.org/?p=27235</guid>

					<description><![CDATA[<p>A recent grant from Inland Empire Community Foundation (IECF) became a beacon of hope for those working at the Office of Pre-College Programs at California State University, San Bernardino (CSUSB). For some of the students the office serves, it was a life-changing opportunity. “We’re incredibly grateful for the grant,” said Summer Steele, Executive Director of [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/grantee-spotlight-csusb/">Grantee Spotlight: Cal State San Bernardino program does ‘whatever is in our power’ to help students</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p>A recent grant from Inland Empire Community Foundation (IECF) became a beacon of hope for those working at the <a href="http://csusb.edu/pre-college-programs" target="_blank" rel="noopener"><strong>Office of Pre-College Programs</strong> at California State University, San Bernardino</a> (CSUSB).</p>
<p>For some of the students the office serves, it was a life-changing opportunity.</p>
<p>“We’re incredibly grateful for the grant,” said <strong>Summer Steele, Executive Director of the Office of Pre-College Programs.</strong> “We were impacted by the Department of Education when they defunded some programs last summer.”</p>
<p>One of those programs was<strong> CSUSB’s</strong> <strong>High School Equivalency Program</strong>, which offers instruction and wraparound support for adults who are migrant, seasonal farm workers who did not complete their high school diploma or GED or High School Equivalency Test (HISET).</p>
<p>“We had a great cohort of students who were doing phenomenal,” Steele added. “Some of them graduated and received their HISET and their High School Equivalency Diploma. But there were several who were two or three tests away from actually completing everything and having their high school equivalency when the notice came that our program was going to be defunded.”</p>
<p><strong>Suddenly, the office found itself searching for other options.</strong></p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-27236 alignleft" src="https://www.iegives.org/wp-content/uploads/2026/03/Wordpress-400-x-250-px-Featured-Image-2025-6.jpg" alt="" width="400" height="250" /></p>
<p>“We were so close, and the students were so close to the finish line,” Steele said. “We asked ourselves what we could do to support the students who were currently in our course. A former director, and also the current director of the camp, actually spent his evenings and weekends online, still providing instruction. He did this on his own because all the staff was let go.”</p>
<p>At that critical juncture, <strong>providing volunteer instruction for the students and staying in contact created a powerful ripple effect.</strong> When the IECF grant opportunity became available, Steele and the team believed it was the perfect opportunity to hire a success coach, who would then continue following that small cohort of students and provide them with the resources they needed to complete the program and receive the high school equivalency.</p>
<p>That included supplying such things as testing fees and supplies.</p>
<p><strong>“We&#8217;re excited to continue serving those students, because there&#8217;s nothing worse than seeing so much progress than having the doors closed on your kids,”</strong> Steele said.</p>
<p>Moving through those hurdles mark another milestone for the Office of Pre-College Programs, which offers <strong>nine different and dynamic programs.</strong> Its services reach more than <strong>5,000</strong> <strong>students</strong> from San Bernardino, Rialto, and Colton Joint Unified School districts as well as students in the Coachella Valley.</p>
<p>These programs are designed to assists participants and their families with educational and personal support services with a goal of increasing high school graduation, college enrollment, persistence, and college completion.</p>
<p>Combined, the services encompass everything from academic tutoring to personal and leadership development, and many things beyond and in between.</p>
<p>“The entire purpose of the pre-college programs is to help folks get connected to higher education,” Steele said. “And it doesn&#8217;t have to be Cal State San Bernardino. It could be a community college. It could be trade school. We just want to provide those resources.”</p>
<p>“We have 14 different projects that work throughout the Inland Empire,” she added. “Programs like <strong>The Federal TRIO Programs</strong>, which includes something like the <strong>Upward Bound Program.</strong> Other projects help us work through the California Student Aid Commission to make sure students are getting their financial aid applications and their <strong>Dream Act application</strong> submitted.”</p>
<p>Other programs work specifically in key areas such as foster youth, increasing enrollment, increasing math and English fluency, and the <strong>College Corps program</strong>, which centers around community service.</p>
<p>The latter finds students required to complete<strong> 450 hours of community service in exchange for up to $10,000 living allowance and educational benefit/reward at the end.</strong></p>
<p>“We remain committed to providing equitable access to folks throughout the region,” Steele said “If someone wants to obtain a higher education, regardless of their status, regardless of age, regardless of ability, there&#8217;s no reason why they should not be able to reach those goals.</p>
<p><strong>“We want to do whatever is in our power to help students,”</strong> she added.</p>
<p>This story originally appeared in the <a href="https://www.pressenterprise.com/2026/03/21/cal-state-san-bernardino-program-does-whatever-is-in-our-power-to-help-students/" target="_blank" rel="noopener">Press Enterprise</a>, March, 2026.</p>
<p>Stay up to date on all the good work we&#8217;re doing through the power of <a href="https://www.iegives.org/giving-with-iecf/">philanthropy</a>. Sign up for our eNewsletter, <a href="https://www.iegives.org/enewsletters/"><em>Philanthropy Matters</em></a>, today.</p>

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<p>The post <a href="https://www.iegives.org/grantee-spotlight-csusb/">Grantee Spotlight: Cal State San Bernardino program does ‘whatever is in our power’ to help students</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
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		<title>Grantee Spotlight: Grant helps Inland SoCal Housing Collective expand further to unite community</title>
		<link>https://www.iegives.org/grantee-spotlight-ishc/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Tue, 24 Mar 2026 17:54:13 +0000</pubDate>
				<category><![CDATA[blog]]></category>
		<category><![CDATA[grantee spotlights]]></category>
		<category><![CDATA[community]]></category>
		<category><![CDATA[grants]]></category>
		<category><![CDATA[housing]]></category>
		<category><![CDATA[humane housing]]></category>
		<category><![CDATA[IE]]></category>
		<category><![CDATA[iecf]]></category>
		<category><![CDATA[inland empire]]></category>
		<category><![CDATA[inland empire community foundation]]></category>
		<category><![CDATA[inland socal housing collective]]></category>
		<category><![CDATA[nonprofit]]></category>
		<category><![CDATA[resources]]></category>
		<category><![CDATA[riverside]]></category>
		<category><![CDATA[san bernardino]]></category>
		<category><![CDATA[university]]></category>
		<guid isPermaLink="false">https://www.iegives.org/?p=27232</guid>

					<description><![CDATA[<p>A proposed affordable housing tour with elected officials and faith leaders aims to highlight several housing sites, noting the diversity of faith-based housing and more in San Bernardino and Riverside counties. But Melanie Steele, Executive Director of the Inland SoCal Housing Collective (ISHC), also hopes the outing will illuminate greater opportunities and the barriers to [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/grantee-spotlight-ishc/">Grantee Spotlight: Grant helps Inland SoCal Housing Collective expand further to unite community</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p>A proposed affordable housing tour with elected officials and faith leaders aims to highlight several housing sites, noting the diversity of faith-based housing and more in San Bernardino and Riverside counties. But <strong>Melanie Steele, Executive Director</strong> of the<a href="http://ischcollective.org/" target="_blank" rel="noopener"> Inland SoCal Housing Collective</a> (ISHC), also hopes the outing will illuminate greater opportunities and the barriers to tackle.</p>
<p>“This will lead into our annual<strong> Affordable Housing Mixer</strong> with affordable developers, and investors and private investors, as well as local cities, where there&#8217;s opportunities to make connections across county lines,” Steele added. “It’s wonderful to see developers and city leaders meet each other and understand their needs for different projects. This helps all of us.”</p>
<p>The event is one of many standout initiatives playing out underneath the ISHC umbrella. A recent grant from Inland Empire Community Foundation (IECF) through their <a href="https://www.iegives.org/2025-cif-grants-850k/" target="_blank" rel="noopener">Community Impact Fund</a> is yet another opportunity for ISHC <strong>to expand its impact and reach.</strong></p>
<p><strong>“The grant helped us expand across all our working pillars,” Steele said.</strong> “The Collective has four pillars, but there are three foundational ones where we look at for policies.”</p>
<p>There’s the <strong>Educate and Advocate for Public Policy pillar</strong>, which organizes and strives to gain public will and political support for region-specific housing policies and solutions related to such things as zoning changes, A.D.U./ancillary units, enforcement of SB 35-inclusionary units, workforce housing, and more.</p>
<p>Educating individuals on the housing landscape, market trends, and housing platforms also factors into the mix.</p>
<p>“That pillar can be improved to expand ways to produce affordable housing and attract funding to our region,” Steele added.</p>
<p><strong>Wealth Building and Preservation is another pillar.</strong></p>
<p>“We look at what wealth-building tools exist here to ensure that generational wealth is being created as well as preserved,” Steele said. “Banking and first-loan access falls into that.”</p>
<p>The Expansion of Housing Solutions stands out in the ways it explores the innovative solutions for housing that exist and how the organization and the community can learn from it.</p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-27233 alignleft" src="https://www.iegives.org/wp-content/uploads/2026/03/Wordpress-400-x-250-px-Featured-Image-2025-5.jpg" alt="" width="400" height="250" /></p>
<p>“The IECF grant allows us to be driven in these working groups, not just for us as an organization but for the area and the people,” Steele said. “The grant helps us build out in that way so we can be more committed, do the research, and create thoughtful agendas, invite in speakers, and facilitate the working pillars to really move these strategies.</p>
<p>“It builds our capacity to <strong>put things into action</strong> for both San Bernardino and Riverside County,” she added.</p>
<p>Another organizational pillar that is active year-round is <strong>ISHC’s Increasing Regional Involvement pillar.</strong> It strives to create a unified voice on housing solutions in the area and identify marketing strategies to attract and leverage new kinds of funding and investments.</p>
<p>Membership acts as a kind of collective change agent, establishing a united front fully committed to enhancing the region’s reputation.</p>
<p>“Collectively, especially with just general housing, it&#8217;s so vast,” Steele said. “Therefore, we look at anything from shelters and emergency shelters to building market rate housing and everything in between.”</p>
<p>Steele is enthusiastic about the road ahead and ISHC’s ongoing mission to “advance collaborative strategies and present innovative solutions to create and preserve safe, decent, and affordable housing in the Inland SoCal region.”</p>
<p><strong>“Every voice is needed in our space,”</strong> she said. “You don&#8217;t have to be a developer or a non-profit housing service provider, or someone that&#8217;s part of the community care. It’s more than that.</p>
<p>“The organization has folks from different foundations—from healthcare, education, cities, transportation—that are a part of the change,” she added. “There’s real value of working together. Everybody can have a voice here. Everybody can contribute.”</p>
<p>This story originally appeared in the <a href="https://www.pressenterprise.com/2026/02/28/grant-helps-inland-socal-housing-collective-expand-further-to-unite-community/" target="_blank" rel="noopener">Press Enterprise</a>, February, 2026.</p>
<p>Stay up to date on all the good work we&#8217;re doing through the power of <a href="https://www.iegives.org/giving-with-iecf/">philanthropy</a>. Sign up for our eNewsletter, <a href="https://www.iegives.org/enewsletters/"><em>Philanthropy Matters</em></a>, today.</p>

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<p>The post <a href="https://www.iegives.org/grantee-spotlight-ishc/">Grantee Spotlight: Grant helps Inland SoCal Housing Collective expand further to unite community</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
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		<title>Grantee Spotlight: Grants help Palm Springs Public Library Foundation hit new milestone</title>
		<link>https://www.iegives.org/grantee-spotlight-ps-library-foundation/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Thu, 19 Mar 2026 19:07:54 +0000</pubDate>
				<category><![CDATA[blog]]></category>
		<category><![CDATA[grantee spotlights]]></category>
		<category><![CDATA[coachella valley]]></category>
		<category><![CDATA[community]]></category>
		<category><![CDATA[grants]]></category>
		<category><![CDATA[IE]]></category>
		<category><![CDATA[iecf]]></category>
		<category><![CDATA[inland empire]]></category>
		<category><![CDATA[inland empire community foundation]]></category>
		<category><![CDATA[library]]></category>
		<category><![CDATA[nonprofit]]></category>
		<category><![CDATA[palm desert]]></category>
		<category><![CDATA[Palm Springs]]></category>
		<guid isPermaLink="false">https://www.iegives.org/?p=27128</guid>

					<description><![CDATA[<p>The plot thickens in the tale of the Palm Springs Public Library Foundation (PSPLF). In all the best ways, that is. PSPLF recently reached a major fundraising milestone in its capital campaign, nabbing its first $1 million toward revitalizing the Palm Springs Public Library. That means it has successfully met the full $1 million match [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/grantee-spotlight-ps-library-foundation/">Grantee Spotlight: Grants help Palm Springs Public Library Foundation hit new milestone</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p>The plot thickens in the tale of the <a href="https://www.pslibraryfoundation.org/" target="_blank" rel="noopener">Palm Springs Public Library Foundation</a> (PSPLF). In all the best ways, that is.</p>
<p>PSPLF recently reached a major fundraising milestone in its capital campaign, nabbing its first <strong>$1 million toward revitalizing the Palm Springs Public Library.</strong> That means it has successfully met the full $1 million match that was pledged by library’s Board of Trustees, which manages the Library Trust Fund and oversees long-term planning.</p>
<p><strong>Raising a total of $2 million</strong> now marks a pivotal if not early success of PSPLF’s $7 million goal that will support the community-driven elements of the library’s $52 million major transformation.</p>
<p>“It’s an exciting time,” said <strong>Jeffrey Norman, board member and one of PSPLF’s Capital Campaign co-chairs.</strong> “Having $1 million matched by the library trustees, we’re well on our way toward $7 million.”</p>
<p><strong>Recent grants</strong> from the <a href="https://inlandempire.fcsuite.com/erp/donate/create/fund?funit_id=3574" target="_blank" rel="noopener">FitzDell Gifting Fund</a> and the <a href="https://www.iegives.org/womens-history-month-jane-lykken-hoff-her-legacy-lives-on/" target="_blank" rel="noopener">Jane Lykken Hoﬀ Endowment Fund</a> via Inland Empire Community Foundation (IECF) create yet another win for the project.</p>
<p>“The IECF grants will also help get things accomplished beyond just the building’s infrastructure, which state and city money pays for,” Norman said, expressing his enthusiasm for the interior improvements, which will enhance “people-centered” outposts, such as the community room.</p>
<p>“We’ll have state-of-the-art equipment, making it easier for many community organizations to come in and use the space—everything from the film festival to something like a string quartet,” Norman said.</p>
<p>There will also be placemaking activities spaces for teens and children who can create and connect with others.</p>
<p>“The Foundation Board has really stepped up to the plate to bring us to this point where we finally understood what the needs were and could speak about it publicly,” Norman added. “We’re grateful to the board for doing a great job and the recent grants are incredibly beneficial.”</p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-27132 alignleft" src="https://www.iegives.org/wp-content/uploads/2026/03/PS-Public-Library-Foundation.jpg" alt="" width="400" height="250" /></p>
<p><strong>These new milestones accelerate the progress on all enhanced spaces, innovative programming, and a long-term endowment to ensure sustainability for future generations.</strong></p>
<p>In addition to the IECF funding, recent donors include: Friends of the Palm Springs Public Library; Karla Kjellin-Elder &amp; Jeﬀ Elder; the Lamb Family Foundation; Jim Gray and Bernard Rottner and Betty Rae Smith; David Engen and Ken Pengelly; and Deborah Schwarz.</p>
<p><strong>An anonymous gift of $100,000</strong> filters into the mix alongside dozens of other donations ranging from $50-$50,000.</p>
<p><strong>The Next Chapter campaign</strong> launched in<strong> October 2025</strong>. The renovation will modernize the 35,000-square-foot main library building and the 4,000-square-foot JC Frey Building, while preserving its architectural significance.</p>
<p>Every year, the Palm Springs Library serves 20,000-plus cardholders, and welcomes more than 140,000 unique visits.</p>
<p><strong>Mark your calendars. The estimated reopening is Summer 2027.</strong></p>
<p>“The library has been so important to the civic life of Palm Springs,” Norman said. “The donations and grants will help bring us into the future,” Norman said, stressing how vital the library is as a place that offers more than just books.</p>
<p>“Sometimes people look at Palm Springs and say, ‘Oh, it&#8217;s a very wealthy community,’ or ‘Why do people need to go to the library when they have their own Wi-Fi and their own books and DVRs,’ and what have you,” Norman said. “But there&#8217;s a considerable percentage of children whose families live below the poverty level here. The library has become a huge resource for them.</p>
<p>It has also been a cooling space during summer and a warm place in the winter.</p>
<p>Not to be left out: job seekers, who walk in and, with the help of trusted librarians, learn to navigate the various job sites or get help preparing their resumes.</p>
<p>“There are more than 300 programs a year at the library,” Norman beamed, “and now, even in our temporary space, we&#8217;re still hugely active.”</p>
<p>Bill Wylie, PSPLF board president, added: “Palm Springs has a long tradition of generosity and civic pride. Our community has always championed the institutions that make this city unique, and our library is definitely one of them.”</p>
<p>This story originally appeared in the <a href="https://www.desertsun.com/story/life/entertainment/people/2026/03/13/grants-help-palm-springs-public-library-foundation-hit-new-milestone/88966264007/" target="_blank" rel="noopener">Desert Sun</a>, March, 2026.</p>
<p>Stay up to date on all the good work we&#8217;re doing through the power of <a href="https://www.iegives.org/giving-with-iecf/">philanthropy</a>. Sign up for our eNewsletter, <a href="https://www.iegives.org/enewsletters/"><em>Philanthropy Matters</em></a>, today.</p>

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<p>The post <a href="https://www.iegives.org/grantee-spotlight-ps-library-foundation/">Grantee Spotlight: Grants help Palm Springs Public Library Foundation hit new milestone</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
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		<title>Grantee Spotlight: Grant helps Inland Empire nonprofit in its mission to thwart racism</title>
		<link>https://www.iegives.org/grantee-spotlight-cart/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Wed, 18 Mar 2026 23:42:53 +0000</pubDate>
				<category><![CDATA[blog]]></category>
		<category><![CDATA[grantee spotlights]]></category>
		<category><![CDATA[anti-racism]]></category>
		<category><![CDATA[CART]]></category>
		<category><![CDATA[community]]></category>
		<category><![CDATA[community impact fund]]></category>
		<category><![CDATA[grants]]></category>
		<category><![CDATA[IE]]></category>
		<category><![CDATA[iecf]]></category>
		<category><![CDATA[inland empire]]></category>
		<category><![CDATA[inland empire community foundation]]></category>
		<category><![CDATA[nonprofit]]></category>
		<category><![CDATA[program]]></category>
		<category><![CDATA[riverside]]></category>
		<guid isPermaLink="false">https://www.iegives.org/?p=27122</guid>

					<description><![CDATA[<p>Making sure the Inland Empire is equipped with enough vital information and opportunities to successfully fight against all forms of racism is at the core of the Center Against Racism and Trauma (CART).  A recent grant from Inland Empire Community Foundation through its Community Impact Fund will allow the nonprofit organization to strengthen its work [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/grantee-spotlight-cart/">Grantee Spotlight: Grant helps Inland Empire nonprofit in its mission to thwart racism</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
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										<content:encoded><![CDATA[<p><span data-contrast="auto">Making sure the Inland Empire is equipped with enough vital information and opportunities to successfully fight against all forms of racism is at the core of the <a href="https://www.destroyracism.org/" target="_blank" rel="noopener">Center Against Racism and Trauma (CART)</a>.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">A recent grant from Inland Empire Community Foundation through its <a href="https://www.iegives.org/2025-cif-grants-850k/" target="_blank" rel="noopener">Community Impact Fund</a> will allow the nonprofit organization to strengthen its work on that front and continue empowering individuals, communities, and local governments to help free systems from racist and discriminatory roots.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto"><strong>Janice Rooths, CART’s executive director</strong>, credits the non-profit organization for using a combination of systems change, community action, and youth engagement to generate real social change. </span><span data-ccp-props="{}"> </span></p>
<p><strong>Partnerships are key here. </strong></p>
<p><span data-contrast="auto">“We are always collaborating with other organizations,” Rooth said, noting that the nonprofit provides racial equity tools and resources which can assist policy makers in reaching <strong>“enlightened decisions.”</strong></span><strong> </strong></p>
<p><span data-contrast="auto">“We also appreciate people who want to volunteer,” she added. “Depending on their interests or concerns, we will try to find ways to work with them and perhaps point them to other community organizations that might specifically be doing something that falls under their concern.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">Individuals interested in volunteering can submit an email on CART’S website.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">Meanwhile, the broader view finds CART’s collaboration with various organizations to be instrumental in its progress.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">“We’re currently working with several organizations in the<strong> City of Riverside</strong>, including <strong>Antiracist Riverside</strong>, <strong>Starting Over</strong>, and <strong>Fair Housing</strong> to organize and try to retain the<strong> $20.1 million in Homekey+ funding</strong> from the state that four city council members decided to decline,” Rooths said.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto"><strong>On Jan. 13</strong>, the Riverside City Council voted 4-3 to nix a state grant designed to convert a Quality Inn into 114 units of supportive housing for the homeless and low-income seniors.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">“It’s a shame because it&#8217;s gone through an entire process,” Rooths said. “The state says, ‘We are going to give this money to the city of Riverside,’ one of five locations in the state that got the funding, then city council members say they didn&#8217;t want any of it. </span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto"><strong>“It&#8217;s a terrible thing,” she added, “but it feels like a trend.</strong> Because my work is across the region, I&#8217;ve seen it happening in different places like the Unified School District declining $7.7 million from the Board of State and Community Corrections for disinvolved youth who are in the Palm Springs Unified School District.”</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">Five community-based organizations collaborated with the district to write the proposal and send it to the state. </span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">“Then it comes back, and someone internally decides they&#8217;re going to decline $7.7 million,” Rooths said. “It feels like there&#8217;s some kind of ideology operating out there.”</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">CART’s various programs and educational arms may offset any perceived setbacks.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">Various events, such as the<strong> Inland Empire Annual Antiracist Summit</strong>, also create opportunities for CART to expand its reach. In 2025, the organization featured social justice icon, scholar, and author <strong>Dr. Angela Davis, who addressed her book, “Are Prisons Obsolete?” and the importance of Restorative Justice.</strong></span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">On that note, the nonprofit encourages individuals to consider its antiracist library, which features the works of other impactful writers—Ibram X. Kendi (&#8220;How to Be an Antiracist”), Richard Rothstein (“The Color of Law: A Forgotten History of How Our Government Segregated America”), and Howard Zinn (“A People&#8217;s History of the United States”), to note but three.</span><span data-ccp-props="{}"> </span></p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-27123 alignleft" src="https://www.iegives.org/wp-content/uploads/2026/03/Wordpress-400-x-250-px-Featured-Image-2025-4.jpg" alt="" width="400" height="250" /></p>
<p><span data-contrast="auto">Looking ahead, Rooths is hopeful for today’s youth, who can morph into true change agents.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">“Many of them are graduating this year, and they understand,” she said. “They care about having youth public spaces where they can congregate, and they care about community concerns are. </span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">She cites one group, the <strong>Perris Youth Coalition. </strong></span><strong> </strong></p>
<p><span data-contrast="auto">“They&#8217;re a totally independent group,” Rooths said. “Our job is to support them in their work. We provide training and have meetings to help them to reach out to public officials. On March 3, they&#8217;ll be talking to Perris City Council member David Starr Rabb about their concerns and desires around youth public spaces and public transportation.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto"><strong>“I find young people to be extremely caring and concerned about everything that&#8217;s going on,” she added</strong>. “They want to do something about it. They just need the <strong>opportunity</strong> and support to make it happen.” </span><span data-ccp-props="{}"> </span></p>
<p>This story originally appeared in the <a href="https://www.pressenterprise.com/2026/03/06/grant-helps-inland-empire-nonprofit-in-its-mission-to-thwart-racism/" target="_blank" rel="noopener">Press Enterprise</a>, March, 2026.</p>
<p>Stay up to date on all the good work we&#8217;re doing through the power of <a href="https://www.iegives.org/giving-with-iecf/">philanthropy</a>. Sign up for our eNewsletter, <a href="https://www.iegives.org/enewsletters/"><em>Philanthropy Matters</em></a>, today.</p>

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