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		<title>Grantee Spotlight: Foundation grant expands Tools for Tomorrow&#8217;s reach in the arts</title>
		<link>https://www.iegives.org/grantee-spotlight-tools-4-tomorrow/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Tue, 02 Jun 2026 23:26:15 +0000</pubDate>
				<category><![CDATA[blog]]></category>
		<category><![CDATA[grantee spotlights]]></category>
		<category><![CDATA[artists]]></category>
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		<guid isPermaLink="false">https://www.iegives.org/?p=28728</guid>

					<description><![CDATA[<p>A recent grant from the FitzDell Gifting Fund via Inland Empire Community Foundation has helped one non-profit organization expand students’ skills by getting children out of the classroom and into the community to experience the arts. “We&#8217;re excited we can put some of these funds into field trips,” said Andrea Hecht, Executive Director at Tools For Tomorrow (TFT). “We recently did Desert X and we now have a partnership with the Herb Alpert Gallery, bringing kids there to experience the art. Extra funding is so important because it can go towards those particular trips and provide a space for kids to experience new things.” The resources will also help develop the organization’s theater program—Hecht hopes students can experience Coachella Valley Repertory and other groups in the area. TFT, which sprang to life in 1998 under founder Rachel Druten’s vision, uses qualified teaching artists to curate a professionally designed curriculum, creating standout lessons in the visual arts, creative writing, music appreciation, and theatre. These free classes are held weekly at a school site after regular school hours. TFT provides all supplies—from books to musical equipment—and even snacks. The nonprofit’s reach now stretches far and wide. All Coachella Valley elementary schools are [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/grantee-spotlight-tools-4-tomorrow/">Grantee Spotlight: Foundation grant expands Tools for Tomorrow&#8217;s reach in the arts</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p>A recent grant from the FitzDell Gifting Fund via Inland Empire Community Foundation has helped one non-profit organization expand students’ skills by getting children out of the classroom and into the community to experience the arts.</p>
<p>“We&#8217;re excited we can put some of these funds into field trips,” said <strong>Andrea Hecht, Executive Director</strong> at <a href="https://toolsfortomorrow.org/" target="_blank" rel="noopener">Tools For Tomorrow (TFT)</a>. “We recently did Desert X and we now have a partnership with the Herb Alpert Gallery, bringing kids there to experience the art. Extra funding is so important because it can go towards those particular trips and provide a space for kids to experience new things.”</p>
<p>The resources will also help develop the organization’s theater program—Hecht hopes students can experience Coachella Valley Repertory and other groups in the area.</p>
<p>TFT, which sprang to life in 1998 under founder Rachel Druten’s vision, <strong>uses qualified teaching artists to curate a professionally designed curriculum</strong>, creating standout lessons in the visual arts, creative writing, music appreciation, and theatre.</p>
<p>These free classes are held weekly at a school site after regular school hours. TFT provides all supplies—from books to musical equipment—and even snacks.</p>
<p>The nonprofit’s reach now stretches far and wide. <strong>All Coachella Valley elementary schools are eligible.</strong> Currently programs are set in Palm Springs, Cathedral City, Rancho Mirage, Palm Desert, Coachella, Bermuda Dunes, Desert Hot Springs, Indio, La Quinta, and Thousand Palms.</p>
<p><img decoding="async" class="size-full wp-image-28709 alignright" src="https://www.iegives.org/wp-content/uploads/2026/06/placeholder-1-4.jpg" alt="" width="450" height="250" /></p>
<p>“Tools for Tomorrow gets children into safe spaces to explore their creative potential through hands hands-on art experiences,” Hecht explained. “We can use illustrated children&#8217;s books to inspire the children, for instance, and in that way, they learn more about artists, musicians, and writers.”</p>
<p>Students also have opportunities to do hands-on projects.</p>
<p>“Every child in the program gets an art kit,” Hecht added. “We also introduce high-end materials for projects like gel printing, model magic, oil pastels. It’s a great way for them to learn how to use all materials in their art kit— from painting to watercolor pencils.”</p>
<p>The nonprofit also inspires students with various artists, from musicians to writers, where they can take what they’ve learned and create their own hands-on projects.</p>
<p>“In that way, they can learn to express their feelings and connect with their classmates,” Hecht said. “They build community, and learn to work together, collaborating, especially in the theater programs. They also learn problem solving, and that it&#8217;s okay to make mistakes, and that nobody&#8217;s perfect.”</p>
<p>Understanding that taking risks can be a good thing factors into the unique learning mix here.</p>
<p><strong>“They get to have a safe space to be kids and to have fun, creatively,” Hecht said.</strong></p>
<p>This 2025-’26 school year found TFT reaching more than 1,200 students in the Coachella Valley in 22 schools. In fact, all 15 Palm Springs Unified School District elementary schools have benefitted from the program, alongside six Desert Sands Unified School District schools, and Coral Mountain Academy in the Coachella Valley Unified School District.</p>
<p>Hecht has been with the organization for 18 years. She says she loves visiting classrooms and being a witness to the excitement students share.</p>
<p>“It’s a joy to notice the energy around doing the projects,” she said. “It’s remarkable to watch them, hear the stories, see the pictures, and witness them learn, step by step. I went into one classroom where they were going to do a collage with different colored papers. In this case, they were inspired by bees.”</p>
<p>One student was trying to draw a bee’s eyes, in fact, and kept repeating, “I can&#8217;t do it. I can&#8217;t do it.”</p>
<p>“We worked with him and gave him a few tips and tricks on how to cut paper,” Hecht added. “Sure enough, he was able to use some other materials and stickers, and then when he wanted to draw beehives, the volunteer showed him how to make a straight line by using paper. He managed to put it all together, and he was so excited and so proud of himself. Because he did it himself.</p>
<p>“It’s always inspiring to see things like that,” she added.</p>
<p>This story originally appeared in the <a href="https://www.desertsun.com/story/life/entertainment/people/2026/05/29/foundation-grant-expands-tools-for-tomorrows-reach-in-the-arts-palm-springs-area/90048267007/" target="_blank" rel="noopener">Desert Sun</a>, 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-tools-4-tomorrow/">Grantee Spotlight: Foundation grant expands Tools for Tomorrow&#8217;s reach in the arts</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
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		<title>Grantee Spotlight: Community Foundation grant strengthens impact of The Joslyn Center</title>
		<link>https://www.iegives.org/grantee-spotlight-joslyn-center-2/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Tue, 02 Jun 2026 22:56:25 +0000</pubDate>
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		<category><![CDATA[inland empire]]></category>
		<category><![CDATA[inland empire community foundation]]></category>
		<category><![CDATA[joslyn center]]></category>
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		<guid isPermaLink="false">https://www.iegives.org/?p=28695</guid>

					<description><![CDATA[<p>Nonprofit organizations in Coachella Valley benefit greatly from grants and donations to ensure they can maintain their operating expenses, which, in the mid-2020s, can be costly.  A recent grant from the Dr. Abram I. and Sylvia S. Chasens Endowment Fund via Inland Empire Community Foundation has given The Joslyn Center an opportunity to move forward with even greater ease.  The longtime and revered nonprofit, which has been actively enhancing the well-being of 50+ adults in the area through its pioneering services and programs, will use the grant funding to cover operating expenses.  It has given Greg Murphy, Director of Development and Marketing at The Joslyn Center, an opportunity to take stock of several key growth areas that emerged over the last year. One of them found the center winding down its Meals on Wheels program.  “It was somewhat redundant to the county program,” Murphy said. “We looked at the overhead and the number of people served, and we believed that the clients were better off with the county program. The food is prepared fresh and is a better benefit to the clients in the program.”   In addition, the board took note of member feedback and invested in three outdoor pickleball courts, two of which were underwritten by donors, and the third from the board.  “That&#8217;s been in play, pun intended, since October,” Murphy said of the courts. “We’ve been having a really good spring, and people are still out there playing in the sun, when it&#8217;s not too hot yet.”  Further back, in March [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/grantee-spotlight-joslyn-center-2/">Grantee Spotlight: Community Foundation grant strengthens impact of The Joslyn Center</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span data-contrast="auto">Nonprofit organizations in Coachella Valley benefit greatly from grants and donations to ensure they can maintain their operating expenses, which, in the mid-2020s, can be costly.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">A recent grant from the </span><a href="https://inlandempire.fcsuite.com/erp/donate/create/fund?funit_id=1118" target="_blank" rel="noopener"><b><span data-contrast="auto">Dr. Abram I. and Sylvia S. Chasens Endowment Fund</span></b></a><span data-contrast="auto"> via </span><b><span data-contrast="auto">Inland Empire Community Foundation</span></b><span data-contrast="auto"> has given </span><b><span data-contrast="auto"><a href="https://joslyncenter.org/" target="_blank" rel="noopener">The Joslyn Center</a> </span></b><span data-contrast="auto">an opportunity to move forward with even greater ease.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">The longtime and revered nonprofit, which has been actively enhancing the well-being of 50+ adults in the area through its pioneering services and programs, will use the grant funding to cover operating expenses.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">It has given Greg Murphy, <strong>Director of Development and Marketing at The Joslyn Center</strong>, an opportunity to take stock of several key growth areas that emerged over the last year. One of them found the center winding down its Meals on Wheels program.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">“It was somewhat redundant to the county program,” Murphy said. “We looked at the overhead and the number of people served, and we believed that the clients were better off with the county program. The food is prepared fresh and is a better benefit to the clients in the program.” </span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">In addition, the board took note of member feedback and invested in three outdoor pickleball courts, two of which were underwritten by donors, and the third from the board.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">“That&#8217;s been in play, pun intended, since October,” Murphy said of the courts. “We’ve been having a really good spring, and people are still out there playing in the sun, when it&#8217;s not too hot yet.”</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">Further back, in March 2025, <strong>Penny&#8217;s Pantry</strong>, which sprang to life in 2011, providing fresh produce and non-perishable food to thousands of low-income seniors each year, merged with the center’s farmer&#8217;s market to become the <strong>Joslyn Community Food Bank.</strong></span><strong> </strong></p>
<p><span data-contrast="auto">These re-aligned efforts better provide food to those who have challenges purchasing enough of it to avoid hunger. <strong>The food bank is open Fridays from 8 a.m. to 10 a.m.</strong></span><strong> </strong></p>
<p><img decoding="async" class="size-full wp-image-28725 alignleft" src="https://www.iegives.org/wp-content/uploads/2026/06/Joslyn-Center-2.jpg" alt="" width="450" height="250" /></p>
<p><span data-contrast="auto">Another thing the nonprofit has leaned into over the past couple of years was to install solar panels on its roofs.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">“It you think about a 27,000 square foot facility here, we have 15 functioning HPAC units, and it takes a lot of expense to keep those things operating during summertime,” Murphy said. “The solar panels have helped us out a lot.”</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">Meanwhile, fresh off a recent volunteer’s luncheon in early April, Murphy says volunteer opportunities abound and directs those interested in getting involved with the organization to visit its website and submit their information.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">Looking ahead, mark your calendars.<strong> The Center will host both a Mother&#8217;s and Father&#8217;s Day luncheon, as well as a Fourth of July barbecue.</strong></span><strong> </strong></p>
<p><span data-contrast="auto">“We just had a big fundraising event in early April,” Murphy noted of the gathering—another fundraising event takes place at the beginning of the season. “These events are important and we’re always looking to attract new volunteers, new members, and new donors.”</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">Those big events also shine the light on the center’s various programs—from adult bereavement, the Better Brain Balance class, book clubs, and caregiver support groups to table tennis, bingo, American Mah Jong, guitar lessons, and even meditation classes. </span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">The <strong>Joslyn Wellness Center</strong> is yet another standout. It has been praised for its holistic approach and the variety of modalities it offers. The center focuses on aging, memory, and mobility, and uses thought, memory, exercise programs, and the strength of community to help improve life experiences.</span><span data-ccp-props="{}"> </span></p>
<p><span data-contrast="auto">Now a nationally recognized entity, the Wellness Center’s unique approach to wellness among older adults is valued. It is also the first of its kind to offer free bilingual counseling services to adults in need.</span></p>
<p>This story originally appeared in the Desert Sun, 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-joslyn-center-2/">Grantee Spotlight: Community Foundation grant strengthens impact of The Joslyn Center</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
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		<title>Good news keeps coming: Retirement plans and charitable giving</title>
		<link>https://www.iegives.org/professional-advisor-hub-retirement-qcd/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Tue, 02 Jun 2026 21:17:28 +0000</pubDate>
				<category><![CDATA[advisor knowledge hub]]></category>
		<category><![CDATA[blog]]></category>
		<category><![CDATA[advisors]]></category>
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		<category><![CDATA[charitable giving]]></category>
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		<guid isPermaLink="false">https://www.iegives.org/?p=28666</guid>

					<description><![CDATA[<p>You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70 ½. By allowing eligible clients to transfer funds directly from an IRA to a qualified charity without recognizing the distribution as taxable income, QCDs can help reduce adjusted gross income while supporting charitable priorities. For many clients—especially those who do not itemize deductions—a QCD is particularly appealing.  What’s especially notable is that in recent years, Congress has expanded planning opportunities by indexing annual giving limits for inflation ($111,000 per person in 2026) and allowing certain one-time QCDs (“Legacy IRAs”) to fund charitable gift annuities and charitable remainder trusts. And now, proposed legislation known as the “Charity Parity Act” would, if enacted, extend QCD treatment beyond IRAs to include employer-sponsored retirement plans such as 401(k)s, 403(b)s, and 457(b)s. This potential change in the law would remove the extra step of rolling assets into an IRA before making a charitable gift, simplifying the process for many donors whose retirement savings remain primarily in workplace plans. Consider a typical client scenario. Your client, age 74, is taking Required Minimum Distributions (“RMDs”) from a traditional [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/professional-advisor-hub-retirement-qcd/">Good news keeps coming: Retirement plans and charitable giving</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span style="font-weight: 400;">You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain </span><a href="https://www.forbes.com/sites/davidrae/2026/03/30/how-a-qualified-charitable-distribution-qcd-creates-big-tax-savings/"><span style="font-weight: 400;">traction</span></a><span style="font-weight: 400;"> as one of the most practical and effective charitable planning tools for clients over age 70 ½. By allowing eligible clients to transfer funds directly from an IRA to a qualified charity without recognizing the distribution as taxable income, QCDs can help reduce adjusted gross income while supporting charitable priorities. For many clients—especially those who do not itemize deductions—a QCD is particularly appealing. </span></p>
<p><span style="font-weight: 400;">What’s especially notable is that in recent years, Congress has expanded planning opportunities by </span><a href="https://www.congress.gov/crs-product/IF11377"><span style="font-weight: 400;">indexing</span></a><span style="font-weight: 400;"> annual giving limits for inflation ($111,000 per person in 2026) and allowing certain one-time QCDs (“Legacy IRAs”) to fund charitable gift annuities and charitable remainder trusts. And now, proposed legislation known as the “</span><a href="https://www.taxnotes.com/research/federal/legislative-documents/congressional-news-releases/lawmakers-announce-charity-parity-act/7w401"><span style="font-weight: 400;">Charity Parity Act</span></a><span style="font-weight: 400;">” would, if enacted, </span><a href="https://www.cnbc.com/2026/05/18/401k-charitable-donations.html"><span style="font-weight: 400;">extend</span></a><span style="font-weight: 400;"> QCD treatment beyond IRAs to include employer-sponsored retirement plans such as 401(k)s, 403(b)s, and 457(b)s. This potential change in the law would remove the extra step of rolling assets into an IRA before making a charitable gift, simplifying the process for many donors whose retirement savings remain primarily in workplace plans.</span></p>
<p><span style="font-weight: 400;">Consider a typical client scenario. Your client, age 74, is taking Required Minimum Distributions (“RMDs”) from a traditional IRA. Because the client claims the standard deduction, charitable gifts </span><a href="https://bipartisanpolicy.org/explainer/the-one-big-beautiful-bill-acts-changes-to-charitable-deductions/"><span style="font-weight: 400;">do not generate</span></a><span style="font-weight: 400;"> additional tax savings. By instead directing a portion of the RMD to a qualified charity as a QCD, the client can satisfy part or all of the RMD obligation without increasing taxable income. In many cases, this can also </span><a href="https://247wallst.com/personal-finance/2026/05/23/a-75-year-old-with-3-million-in-a-401k-discovers-three-years-of-rmds-will-cost-her-42000-in-medicare-surcharges-alone/"><span style="font-weight: 400;">help</span></a><span style="font-weight: 400;"> reduce Medicare premium surcharges and lessen the taxation of Social Security benefits, creating planning advantages beyond the charitable deduction itself.</span></p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-28678 alignleft" src="https://www.iegives.org/wp-content/uploads/2026/06/embolden-june-pa-3.jpg" alt="" width="400" height="250" /></p>
<p><span style="font-weight: 400;">Here are three examples of how IECF can help your client achieve charitable goals through QCDs:</span></p>
<p><span style="font-weight: 400;">—A client directs a QCD from an IRA to IECF’s unrestricted fund to support broad community needs. The client satisfies part or all of the client’s annual RMD requirements while supporting flexible grantmaking that addresses changing priorities in the region.</span></p>
<p><span style="font-weight: 400;">—A client uses a QCD to contribute to a field-of-interest fund at IECF focused on causes such as education, healthcare, the arts, or environmental conservation. This allows the client to support a specific area of passion while relying on IECF’s expertise to identify effective nonprofit organizations over time.</span></p>
<p><span style="font-weight: 400;">—A client makes a QCD to an existing designated fund or scholarship fund held at IECF. For example, the client may support a favorite local nonprofit through a designated fund or help students pursue higher education through an endowed scholarship fund, all while reducing taxable income through a QCD.</span></p>
<p><span style="font-weight: 400;">Keep in mind that charitable giving with IRAs goes beyond current gifts to charity! As part of advising clients about their IRAs, be sure to check their beneficiary designations. Not only is it tax advantageous for a client to name a fund at IECF or another public charity as beneficiary of an IRA, but it’s also a best practice to avoid problems in the future. (Retirement plan beneficiary designations continue to show up in </span><a href="https://www.wsj.com/personal-finance/a-small-fortune-36-grandkids-and-an-inheritance-stuck-in-limbo-780c8c99?reflink=desktopwebshare_permalink"><span style="font-weight: 400;">cautionary</span></a><span style="font-weight: 400;"> tales!)   </span></p>
<p><span style="font-weight: 400;">For attorneys, CPAs, and financial advisors, developments related to QCDs are worth watching closely. QCDs increasingly serve as a natural connector among retirement planning, philanthropy, and legacy conversations. Just as importantly, QCD discussions often open the door to broader planning opportunities, helping clients align financial goals with the causes and communities they care about most. As always, please reach out to IECF anytime! </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-retirement-qcd/">Good news keeps coming: Retirement plans and charitable giving</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
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		<title>Split-interest charitable gifts: Need-to-know FAQs</title>
		<link>https://www.iegives.org/professional-advisor-hub-split-interests/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Tue, 02 Jun 2026 21:15:41 +0000</pubDate>
				<category><![CDATA[advisor knowledge hub]]></category>
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		<category><![CDATA[advisors]]></category>
		<category><![CDATA[assets]]></category>
		<category><![CDATA[business interest]]></category>
		<category><![CDATA[CGA]]></category>
		<category><![CDATA[charitable giving]]></category>
		<category><![CDATA[clients]]></category>
		<category><![CDATA[CRT]]></category>
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		<guid isPermaLink="false">https://www.iegives.org/?p=28664</guid>

					<description><![CDATA[<p>As charitable planning conversations become more sophisticated, many advisors are revisiting so-called “split-interest gifts” to help clients balance philanthropic goals with income needs. Two of the most common strategies—a charitable gift annuity (CGA) and a charitable remainder trust (CRT)—can both provide clients with lifetime income while ultimately benefiting charitable causes. Despite their similarities, the two vehicles function very differently and may serve distinct client needs. Understanding when to consider each option can help attorneys, CPAs, and financial advisors deliver more customized and impactful planning guidance. Unless your practice specializes in charitable giving, though, you’re not likely to have the rules for CGAs and CRTs at your fingertips. Here are six FAQs to get you started. What do CGAs and CRTs do for a client? At a high level, both a CGA and a CRT would allow your client to make an irrevocable charitable gift while retaining an income stream for life or for a term of years. In both cases, your client may qualify for an immediate charitable income tax deduction, and a portion of future payments may receive favorable tax treatment. In short, people use CGAs and CRTs to save taxes, make a gift to charity, and create an [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/professional-advisor-hub-split-interests/">Split-interest charitable gifts: Need-to-know FAQs</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span style="font-weight: 400;">As charitable planning conversations become more sophisticated, many advisors are revisiting so-called “split-interest gifts” to help clients balance philanthropic goals with income needs. Two of the most common strategies—a charitable gift annuity (</span><a href="https://www.acga-web.org/about-gift-annuities"><span style="font-weight: 400;">CGA</span></a><span style="font-weight: 400;">) and a charitable remainder trust (</span><a href="https://www.irs.gov/charities-non-profits/charitable-remainder-trusts"><span style="font-weight: 400;">CRT</span></a><span style="font-weight: 400;">)—can both provide clients with lifetime income while ultimately benefiting charitable causes. Despite their similarities, the two vehicles function very differently and may serve distinct client needs.</span></p>
<p><span style="font-weight: 400;">Understanding when to consider each option can help attorneys, CPAs, and financial advisors deliver more customized and impactful planning guidance. Unless your practice specializes in charitable giving, though, you’re not likely to have the rules for CGAs and CRTs at your fingertips. Here are six FAQs to get you started.</span></p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-28676 alignright" src="https://www.iegives.org/wp-content/uploads/2026/06/embolden-june-pa-2.jpg" alt="" width="400" height="250" /></p>
<p><b>What do CGAs and CRTs </b><b><i>do</i></b><b> for a client?</b></p>
<p><span style="font-weight: 400;">At a </span><a href="https://www.kiplinger.com/retirement/how-to-give-to-charity-and-also-generate-retirement-income"><span style="font-weight: 400;">high level</span></a><span style="font-weight: 400;">, both a CGA and a CRT would allow your client to make an irrevocable charitable gift while retaining an income stream for life or for a term of years. In both cases, your client may qualify for an immediate charitable income tax deduction, and a portion of future payments may receive favorable tax treatment. In short, people use CGAs and CRTs to save taxes, make a gift to charity, and create an income stream. </span></p>
<p><b>Which is easier—a CGA or a CRT?</b></p>
<p><span style="font-weight: 400;">A charitable gift annuity is generally the simpler of the two arrangements. The client transfers assets to a charitable organization in exchange for a fixed lifetime payment backed by the charity’s general assets. Payment rates are typically based on age and standardized actuarial assumptions. Because the payout is fixed and administration is relatively straightforward, CGAs often appeal to older donors seeking predictability and simplicity. Note that not every charity offers a CGA option; many smaller or mid-sized nonprofits lack the resources, licenses, or state registrations needed to </span><a href="https://www.acga-web.org/"><span style="font-weight: 400;">manage</span></a><span style="font-weight: 400;"> them. </span></p>
<p><b>Which is more flexible—a CGA or a CRT?</b></p>
<p><span style="font-weight: 400;">A charitable remainder trust offers considerably more flexibility than a CGA, but it is also more complex. A CRT is a separately administered trust—its own legal entity—that pays income to one or more beneficiaries before the remaining assets eventually pass to charity. Unlike a CGA, a CRT can be designed in </span><a href="https://smartasset.com/estate-planning/crat-vs-crut"><span style="font-weight: 400;">different</span></a><span style="font-weight: 400;"> ways. A charitable remainder annuity trust (CRAT) provides fixed </span><a href="https://247wallst.com/investing/2026/05/13/the-charitable-remainder-trust-that-pays-a-72-year-old-85000-a-year-for-life-and-generates-a-179000-tax-deduction-in-year-one/"><span style="font-weight: 400;">annual payments</span></a><span style="font-weight: 400;">, while a charitable remainder unitrust (CRUT) pays a variable amount based on a percentage of the trust&#8217;s annually revalued assets.</span></p>
<p><b>Which option is better for clients contributing larger assets? </b></p>
<p><span style="font-weight: 400;">CRTs are often better suited for clients contributing larger or more complex assets. Because the trust can sell appreciated assets without triggering immediate capital gains tax within the trust, CRTs are frequently </span><a href="https://247wallst.com/personal-finance/2026/05/30/the-charitable-remainder-trust-strategy-that-lets-a-68-year-old-sell-a-2-4-million-concentrated-stock-position-without-triggering-a-480000-tax-bill/"><span style="font-weight: 400;">used</span></a><span style="font-weight: 400;"> in connection with highly appreciated real estate, concentrated stock positions, or even business interests prior to a sale.</span></p>
<p><span style="font-weight: 400;">In addition, CRTs can accommodate multiple beneficiaries, customized payout structures, and professional investment management strategies. Clients who want greater flexibility, longer-term wealth planning opportunities, or inflation-sensitive income may prefer a unitrust structure over the fixed nature of a CGA.</span></p>
<p><span style="font-weight: 400;">Of course, that flexibility comes with added responsibilities. CRTs require formal trust administration, annual tax filings, ongoing investment oversight, and legal drafting. CGAs, on the other hand, are generally easier for clients to understand and establish.</span></p>
<p><b>When is a CGA better?</b></p>
<p><span style="font-weight: 400;">You may recall that a </span><a href="https://www.acga-web.org/index.php?option=com_content&amp;view=article&amp;id=200:secure-act-2-0--closing-gifts-with-ira-qcds&amp;catid=31:news&amp;Itemid=145"><span style="font-weight: 400;">technique</span></a><span style="font-weight: 400;"> called a “Legacy IRA” was created by the SECURE 2.0 Act, allowing taxpayers aged 70 ½ or older to make a one-time election for a tax-free Qualified Charitable Distribution to certain CRTs or CGAs. Clients who want to take advantage of the Legacy IRA may find that a CGA is better suited to their needs. The cost of setting up and administering a CRT may not be worth it because the </span><a href="https://www.pgcalc.com/support/knowledge-base/QCD-to-Life-Income-Gifts"><span style="font-weight: 400;">limit</span></a><span style="font-weight: 400;"> for these transactions is $55,000 (2026 level) per person.</span></p>
<p><b>What’s the first step in exploring CRTs and CGAs?</b></p>
<p><span style="font-weight: 400;">As always, the team at IECF is honored to be your first call whenever charitable giving comes up in a client conversation. If you are exploring CGAs and CRTs, we’ll point you in the right direction so that you can evaluate the rules for each technique and review important questions related to the particular client situation, including what type of asset will fund the gift, the size of the proposed contribution, the client’s income goals, the number of beneficiaries, and cost concerns. </span></p>
<p><span style="font-weight: 400;">Finally, keep in mind that charitable giving conversations are not limited to ultra-high-net-worth households. Many clients today are seeking ways to create reliable retirement income while also making meaningful charitable commitments. Split-interest gifts can help accomplish both objectives simultaneously.</span></p>
<p><span style="font-weight: 400;">We look forward to our next conversation! </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-split-interests/">Split-interest charitable gifts: Need-to-know FAQs</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
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		<item>
		<title>Getting creative: Unusual noncash assets can make great gifts to charity</title>
		<link>https://www.iegives.org/professional-advisor-hub-charitable-assets/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Tue, 02 Jun 2026 21:08:11 +0000</pubDate>
				<category><![CDATA[advisor knowledge hub]]></category>
		<category><![CDATA[blog]]></category>
		<category><![CDATA[advisors]]></category>
		<category><![CDATA[assets]]></category>
		<category><![CDATA[business interest]]></category>
		<category><![CDATA[charitable giving]]></category>
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		<guid isPermaLink="false">https://www.iegives.org/?p=28662</guid>

					<description><![CDATA[<p>If you’re like many advisors, you may have discovered that often charitable giving conversations begin (and end!) with cash or appreciated stock. And of course, you are well aware that appreciated stock is an excellent choice for your clients to fund a donor-advised or other type of fund at IECF because it may avoid capital gains tax while also possibly triggering eligibility for a charitable deduction at fair market value.  But for some clients—especially business owners, collectors, and affluent retirees—valuable assets may take a different form entirely. Boats, airplanes, cars, RVs, and other tangible property can represent a mixed bag of characteristics: significant wealth, ongoing maintenance costs, and emotional attachment, all of which may add up to a charitable giving opportunity. These situations may no longer be one-off cases. Classic cars are a notable example, with some estimates tallying the total at more than 43 million vehicles in the United States alone—an estimated $1 trillion in total insurable value! Here are four tips to consider as you work with your charitable clients. Always reach out to IECF Anytime you’re dealing with a charitable client, please reach out to IECF to explore your client’s options. Your clients may be surprised to [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/professional-advisor-hub-charitable-assets/">Getting creative: Unusual noncash assets can make great gifts to charity</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 advisors, you may have discovered that often charitable giving conversations begin (and end!) with cash or appreciated stock. And of course, you are well aware that appreciated stock is an excellent choice for your clients to fund a donor-advised or other type of fund at IECF because it may avoid capital gains tax while also possibly triggering eligibility for a charitable </span><a href="https://www.irs.gov/pub/irs-pdf/p561.pdf"><span style="font-weight: 400;">deduction</span></a><span style="font-weight: 400;"> at fair market value. </span></p>
<p><span style="font-weight: 400;">But for some clients—especially business owners, collectors, and affluent retirees—valuable assets may take a different form entirely. Boats, airplanes, cars, RVs, and other tangible property can represent a mixed bag of characteristics: significant wealth, ongoing maintenance costs, and emotional attachment, all of which may add up to a charitable giving opportunity. These situations may no longer be one-off cases. Classic cars are a notable example, with some estimates tallying the total at more than 43 million vehicles in the United States alone—an </span><a href="https://www.bloomberg.com/news/features/2026-05-15/inheriting-a-classic-car-what-pitfalls-to-consider-tensions-to-avoid"><span style="font-weight: 400;">estimated</span></a><span style="font-weight: 400;"> $1 trillion in total insurable value!</span></p>
<p><span style="font-weight: 400;">Here are four tips to consider as you work with your charitable clients.</span></p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-28674 alignright" src="https://www.iegives.org/wp-content/uploads/2026/06/embolden-june-pa.jpg" alt="" width="400" height="250" /></p>
<p><b>Always reach out to IECF</b></p>
<p><span style="font-weight: 400;">Anytime you’re dealing with a charitable client, please reach out to IECF to explore your client’s options. Your clients may be surprised to learn that public charities, such as IECF, can accept a wide range of noncash assets, provided the assets can be evaluated, valued, transferred, and ultimately liquidated to support your clients’ charitable goals.</span></p>
<p><b>Ask questions beyond balance sheet basics</b></p>
<p><span style="font-weight: 400;">Clients may forget to mention that they own highly appreciated noncash assets. As clients prepare to meet with you, they are often so focused on gathering investment statements and real estate information that they forget about classic cars, RVs, planes, and boats! Comprehensive conversations are especially timely as many affluent households continue to hold substantial wealth </span><a href="https://www.richmondfed.org/publications/research/economic_brief/2023/eb_23-39"><span style="font-weight: 400;">outside</span></a><span style="font-weight: 400;"> of traditional investment portfolios. Recreational assets purchased years ago may now hold significant value while also generating ongoing expenses, storage concerns, and succession-planning questions. Clients who are downsizing or simplifying during retirement may welcome charitable strategies that transform underused assets into community impact. </span></p>
<p><b>Build your client’s charitable plan </b><b><i>prior</i></b><b> to a sale</b></p>
<p><span style="font-weight: 400;">When you spot unusual assets on a client’s balance sheet, and you know your client is charitable, it’s important to consider the possibilities. A client preparing to sell a classic car or boat, for example, could incur significant capital gains tax if the asset has appreciated in value. Contributing the asset to a fund at IECF before a sale may help reduce or eliminate those taxes while also generating funds to support charitable causes the client cares about. </span></p>
<p><b>Pay attention to the rules</b></p>
<p><span style="font-weight: 400;">Gifts of </span><a href="https://www.irs.gov/publications/p561"><span style="font-weight: 400;">noncash assets</span></a><span style="font-weight: 400;"> require careful coordination. Unlike publicly traded securities, these assets involve additional due diligence. Title transfers, appraisals, environmental reviews for real estate, insurance considerations, debt obligations, marketability, and liquidation logistics all require attention. The IRS also imposes specific substantiation and reporting </span><a href="https://www.irs.gov/forms-pubs/about-form-8283"><span style="font-weight: 400;">requirements</span></a><span style="font-weight: 400;"> for charitable deductions involving noncash gifts.</span></p>
<p><span style="font-weight: 400;">The team at IECF is happy to work alongside you and clients’ other attorneys, CPAs, valuation experts, and financial advisors to determine whether proposed gifts are feasible and which structures might be best. In many cases, IECF can accept the asset and facilitate its sale. </span></p>
<p><span style="font-weight: 400;">The bottom line here is that for a charitable client, using a much-loved car collection, boat, or other luxury asset to support favorite causes and address community needs may be far more appealing than knowing the asset could sit in storage for years and years, with no end in sight to the maintenance expenses. You can add tremendous value by helping your clients consider whether highly specialized collections and “passion assets” are better suited for charitable planning than for transfer through an estate, especially when heirs may not share the same interest in maintaining or managing them. Whether your client owns a rare bicycle collection, antique toy collection, classic cars, or a country music producer’s private library, conversations about donating unusual assets can help clients simplify their estates, support charitable priorities, and avoid placing the emotional and logistical burden of niche collections on the next generation.</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-charitable-assets/">Getting creative: Unusual noncash assets can make great gifts to charity</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
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		<item>
		<title>All that and more: Your donor-advised fund may surprise you</title>
		<link>https://www.iegives.org/donor-knowledge-hub-donor-advised-surprise/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Tue, 02 Jun 2026 20:45:52 +0000</pubDate>
				<category><![CDATA[blog]]></category>
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		<guid isPermaLink="false">https://www.iegives.org/?p=28660</guid>

					<description><![CDATA[<p>You might initially think of a donor-advised fund as a simple charitable savings account: contribute assets, immediately receive a tax deduction, if eligible, and recommend grants to your favorite 501(c)(3) nonprofits over time. While that is certainly true, many people are surprised to learn just how flexible a donor-advised fund at IECF can be. For many donors, the creative use of donor-advised funds at IECF opens the door to a larger charitable impact than they originally thought possible. Here’s how: Your fund grows and changes alongside your life Many people do not realize that a donor-advised fund at IECF can help simplify giving during major life transitions. If you are preparing for retirement, selling a business, receiving an inheritance, or navigating a particularly high-income year, your donor-advised fund can provide flexibility in both timing for income tax planning and philanthropic grantmaking decisions. What’s more, during many of these transitions, it may make sense to look beyond cash gifts and explore using appreciated stock, closely held business interests, real estate, and other noncash assets to fund your charitable goals in tax-efficient ways. Your fund can help you engage the next generation Some donors are using donor-advised funds at IECF to involve [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/donor-knowledge-hub-donor-advised-surprise/">All that and more: Your donor-advised fund may surprise you</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span style="font-weight: 400;">You might initially think of a donor-advised fund as a simple charitable savings account: contribute assets, immediately receive a tax deduction, if eligible, and recommend grants to your favorite 501(c)(3) nonprofits over time. While that is certainly true, many people are surprised to learn just how </span><a href="https://www.fa-mag.com/news/beyond-cash--3-creative-daf-strategies-for-the-2026-landscape-86978.html?section=40"><span style="font-weight: 400;">flexible</span></a><span style="font-weight: 400;"> a donor-advised fund at IECF can be.</span></p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-28672 alignleft" src="https://www.iegives.org/wp-content/uploads/2026/06/embolden-june-donors-3.jpg" alt="" width="400" height="250" /></p>
<p><span style="font-weight: 400;">For many donors, the creative use of donor-advised funds at IECF opens the door to a larger charitable impact than they originally thought possible. Here’s how:</span></p>
<p><b>Your fund grows and changes alongside your life</b></p>
<p><span style="font-weight: 400;">Many people do not realize that a donor-advised fund at IECF can help simplify giving during major life transitions. If you are preparing for retirement, selling a business, receiving an inheritance, or navigating a particularly high-income year, your donor-advised fund can provide flexibility in both timing for income tax planning and philanthropic grantmaking decisions. What’s more, during many of these transitions, it may make sense to look beyond cash gifts and explore using appreciated stock, closely held business interests, real estate, and other noncash assets to fund your charitable goals in tax-efficient ways.</span></p>
<p><b>Your fund can help you engage the next generation</b></p>
<p><span style="font-weight: 400;">Some donors are using donor-advised funds at IECF to involve children and grandchildren in family philanthropy. Because grants can be recommended over many years to 501(c)(3) organizations locally and across the country, donor-advised funds create opportunities for ongoing conversations about values, generosity, and community impact across generations.</span></p>
<p><b>IECF supports </b><b><i>your</i></b><b> areas of focus</b></p>
<p><span style="font-weight: 400;">Working with your local community foundation adds the important elements of flexibility, personalization, and expertise. Unlike national commercial donor-advised fund providers, community foundations combine the administrative advantages of a donor-advised fund with deep local knowledge and personalized philanthropic support. IECF can help identify community needs, connect you with nonprofit organizations of all shapes and sizes, and explore creative strategies tailored to your own charitable interests. IECF is here to help you support your favorite causes, whatever they may be.</span></p>
<p><span style="font-weight: 400;">The takeaway? Your donor-advised fund at IECF is much more than just a giving account—it is a flexible tool for building a thoughtful, lasting charitable legacy that supports your favorite causes and the community as a whole. Please reach out to our team to expand your impact and enjoy your philanthropy even more! </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-donor-advised-surprise/">All that and more: Your donor-advised fund may surprise you</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>“Nice to meet you”: Introducing your advisors to the IECF team</title>
		<link>https://www.iegives.org/donor-knowledge-hub-meet-iecf/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Tue, 02 Jun 2026 20:36:55 +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[connections]]></category>
		<category><![CDATA[donors]]></category>
		<category><![CDATA[funds]]></category>
		<category><![CDATA[giving]]></category>
		<category><![CDATA[iecf]]></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[team]]></category>
		<guid isPermaLink="false">https://www.iegives.org/?p=28658</guid>

					<description><![CDATA[<p>At IECF, we are honored to work with many individuals, families, and businesses who support the causes that matter most to them and help make our entire community a better place to live. In many cases, trusted professional advisors, including attorneys, CPAs, and financial advisors, are helping donors make important decisions about taxes, investments, estate planning, and family wealth.  All of this is wonderful! There’s one more step, however, that is often overlooked: Connecting the dots. If you are a donor or fund holder at IECF, or plan to establish a fund in the near future, please consider introducing your advisors to the IECF team. A simple introduction can make a tremendous difference in ultimately achieving your charitable goals. Here’s why: Attorneys, CPAs, and wealth managers are experts in many aspects of financial and estate planning, and their work is essential in helping you develop and implement strategies through legal documentation, tax filings, and other technical guidance. Not all advisors, however, are experts in charitable giving.  IECF, by comparison, brings to the table specialized knowledge about charitable giving strategies, local nonprofit needs, philanthropic tools that may be best suited for your particular situation, and the types of assets you might [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/donor-knowledge-hub-meet-iecf/">“Nice to meet you”: Introducing your advisors to the IECF team</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span style="font-weight: 400;">At IECF, we are honored to work with many individuals, families, and businesses who support the causes that matter most to them and help make our entire community a better place to live. In many cases, trusted professional advisors, including attorneys, CPAs, and financial advisors, are helping donors make important decisions about taxes, investments, estate planning, and family wealth. </span></p>
<p><span style="font-weight: 400;">All of this is wonderful! There’s one more step, however, that is often overlooked: <strong>Connecting the dots.</strong> If you are a donor or fund holder at IECF, or plan to establish a fund in the near future, please consider introducing your advisors to the IECF team. A simple </span><a href="https://www.kiplinger.com/personal-finance/charity/an-essential-guide-to-tax-smart-charitable-giving"><span style="font-weight: 400;">introduction</span></a><span style="font-weight: 400;"> can make a tremendous difference in ultimately achieving your charitable goals. <strong>Here’s why:</strong></span></p>
<ul>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Attorneys, CPAs, and wealth managers are experts in many aspects of financial and estate planning, and their work is essential in helping you develop and implement strategies through legal documentation, tax filings, and other technical guidance. Not all advisors, however, are experts in charitable giving. </span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">IECF, by comparison, brings to the table specialized knowledge about charitable giving strategies, local nonprofit needs, philanthropic tools that may be best suited for your particular situation, and the types of assets you might consider giving to achieve your goals.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">IECF certainly does not offer legal, tax, or financial advice, but we absolutely stay current on legal, tax, and charitable developments. In turn, we can keep you and your advisors informed about which trends to watch. </span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">When you establish a fund at IECF as part of your charitable plan, our team will handle the paperwork and administration to create and manage that fund. This is often a relief to your advisors, not to mention a relief to you! </span></li>
</ul>
<p><img loading="lazy" decoding="async" class="size-full wp-image-28670 alignleft" src="https://www.iegives.org/wp-content/uploads/2026/06/embolden-june-donors-2.jpg" alt="" width="400" height="250" /></p>
<p><span style="font-weight: 400;">Importantly, collaborative conversations among donors, advisors, and IECF are not only for ultra-high-net-worth families. Even relatively straightforward charitable plans can benefit from collaboration between your advisors and IECF. In many cases, donors discover giving opportunities they might not otherwise have considered. What’s more, many advisors appreciate having philanthropic specialists available to help explore charitable strategies that benefit both the donor and the causes they care about.</span></p>
<p><span style="font-weight: 400;">So what can you do? <strong>We invite and encourage you to take the lead!</strong> A simple email introducing each of your advisors to the IECF team is often all that is required to open the door to better communication and stronger planning. IECF is always happy to join a conversation with you and your advisors, but a baseline introduction is the most critical part.  </span></p>
<p><span style="font-weight: 400;">When professionals work together, the result is often a more coordinated and impactful charitable plan. By connecting your advisors with IECF, you help create a team that can support both your financial goals and your desire to make a lasting difference. We look forward to hearing from you—and meeting your advisors! Thank you for all you do to make our community a better place. </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-meet-iecf/">“Nice to meet you”: Introducing your advisors to the IECF team</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>A moment to meet: Philanthropy’s crucial role</title>
		<link>https://www.iegives.org/donor-knowledge-hub-charitable-giving-role/</link>
		
		<dc:creator><![CDATA[Zerenity Lopez]]></dc:creator>
		<pubDate>Tue, 02 Jun 2026 20:34:24 +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=28655</guid>

					<description><![CDATA[<p>Over the last several years, communities across the country, including our own region, have faced moments of enormous challenge—from natural disasters and economic uncertainty to housing shortages and growing mental health needs. Increasingly, the IECF team is talking with donors and fund holders about how their charitable giving can make the biggest difference right now. This idea is being described in industry circles as “meeting the moment.” In the simplest terms, meeting the moment means responding thoughtfully and generously to the needs that matter most today while still keeping long-term community impact in mind. Sometimes that means supporting immediate emergency relief efforts. Other times, it means helping nonprofits today so that they can build long-term solutions that strengthen our community for years to come. Here are three tips that may help you and your family consider how you can make the biggest difference: Think broadly about your charitable giving plan Many fund holders have adopted a “portfolio approach” to their philanthropy, leaning on IECF to serve as a convenient and strategic hub. For example, your charitable giving “portfolio” at IECF might include a donor-advised fund to support your annual and ongoing charitable giving, legacy provisions to ensure that your impact [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/donor-knowledge-hub-charitable-giving-role/">A moment to meet: Philanthropy’s crucial role</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><span style="font-weight: 400;">Over the last several years, communities across the country, including our own region, have faced moments of enormous challenge—from natural disasters and economic uncertainty to housing shortages and growing mental health needs. Increasingly, the IECF team is talking with donors and fund holders about how their charitable giving can make the biggest difference </span><a href="https://ssir.org/articles/entry/philanthropy-funding-after-crisis"><span style="font-weight: 400;">right now</span></a><span style="font-weight: 400;">. This idea is being described in industry circles as “meeting the moment.”</span></p>
<p><span style="font-weight: 400;">In the simplest terms, meeting the moment means responding thoughtfully and generously to the needs that matter most today while still keeping long-term community impact in mind. Sometimes that means supporting immediate emergency relief efforts. Other times, it means helping nonprofits </span><i><span style="font-weight: 400;">today</span></i><span style="font-weight: 400;"> so that they can build long-term solutions that strengthen our community for years to come.</span></p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-28668 alignright" src="https://www.iegives.org/wp-content/uploads/2026/06/embolden-june-donors.jpg" alt="" width="400" height="250" /></p>
<p><span style="font-weight: 400;">Here are three tips that may help you and your family consider how you can make the biggest difference:</span></p>
<p><b>Think broadly about your charitable giving plan</b></p>
<p><span style="font-weight: 400;">Many fund holders have adopted a “portfolio approach” to their philanthropy, leaning on IECF to serve as a convenient and strategic hub. For example, your charitable giving “portfolio” at IECF might include a donor-advised fund to support your annual and ongoing charitable giving, legacy provisions to ensure that your impact extends across future generations, capacity-building gifts to IECF itself to ensure the growth of philanthropy and impact across our region, and special “field of interest” or “designated funds” to support particular focus areas or specific nonprofit organizations as needs ebb and flow. The combination of multiple fund types and giving structures helps ensure that your dollars make the biggest difference.</span></p>
<p><b>Incorporate flexibility as you carry out your charitable giving plan</b></p>
<p><span style="font-weight: 400;">With the appropriate funds and planning vehicles in place, many donors take the next step to ensure their charitable portfolio allows for flexible funding during times of crisis and transition. Specifically, nonprofits in our community often need unrestricted support so they can respond quickly to changing conditions, invest in staff capacity, and continue serving people effectively even after headlines fade. Donors who understand this can play a powerful role in helping organizations remain resilient and responsive. IECF can help you identify instances where it’s most beneficial simply to provide general support to nonprofit organizations, rather than designating your gift to a specific program or desired outcome.</span></p>
<p><b>Consistency is key</b></p>
<p><span style="font-weight: 400;">Meeting the moment does not mean changing all your charitable priorities overnight, only to revert them back when the moment has passed. There will always be moments of need! Instead, “meeting the moment” means staying informed about current community needs with the help of the IECF team, remaining flexible in the causes you support and the ways you support them, and responding quickly when your philanthropy can create meaningful impact and your community needs it most. Sometimes, even a small adjustment in timing, focus, or funding approach can make a big difference in the lives of people in need.</span></p>
<p><span style="font-weight: 400;">As always, IECF is here to help. Our team members are deeply connected to local nonprofits and community leaders, which means we are uniquely positioned to identify emerging needs and opportunities for impact. Whether you want to respond to a current challenge, support a specific cause area, or balance immediate needs with long-term charitable goals, IECF can help you structure your overall giving strategy and serve as a sounding board as you carry out your plans.</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-role/">A moment to meet: Philanthropy’s crucial role</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>California Has Wildfire Solutions. Will We Continue to Fund Them?</title>
		<link>https://www.iegives.org/california-has-wildfire-solutions-will-we-continue-to-fund-them/</link>
		
		<dc:creator><![CDATA[Laurie Aldern]]></dc:creator>
		<pubDate>Tue, 02 Jun 2026 17:04:16 +0000</pubDate>
				<category><![CDATA[blog]]></category>
		<category><![CDATA[funding]]></category>
		<category><![CDATA[iecf]]></category>
		<category><![CDATA[inland empire]]></category>
		<category><![CDATA[los angeles times]]></category>
		<category><![CDATA[michelle decker]]></category>
		<category><![CDATA[resilience]]></category>
		<category><![CDATA[wildfire]]></category>
		<guid isPermaLink="false">https://www.iegives.org/?p=28653</guid>

					<description><![CDATA[<p>A recent Los Angeles Times article raises concerns about the future of wildfire prevention funding in California. While the state has made significant investments in wildfire resilience in recent years, many of the funding sources supporting that work are expected to decline or expire in the years ahead. According to the article, California could see a substantial reduction in funding available for wildfire prevention and resilience projects over the next several years. Experts warn that the shift could affect efforts already underway to reduce wildfire risk through forest management, fuel reduction, prescribed fire, and other proven strategies. As California prepares to elect its next governor, questions about the future of wildfire prevention funding are becoming increasingly urgent. The issue is the focus of a new video from the Wildfire Solutions Coalition, which features voices from across California discussing what is needed to make communities and natural landscapes safer. In the video, IECF President and CEO Michelle Decker shared this message for future state leaders: &#8220;The average California voter really wants to solve this, and they vote with their wallets. They approve bond measures that invest billions of dollars in wildfire resilience. That&#8217;s a profound public trust. Not every electorate in the [&#8230;]</p>
<p>The post <a href="https://www.iegives.org/california-has-wildfire-solutions-will-we-continue-to-fund-them/">California Has Wildfire Solutions. Will We Continue to Fund Them?</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p class="isSelectedEnd"><a href="https://www.latimes.com/environment/story/2026-05-29/california-wildfire-prevention-funding-at-risk">A recent <em>Los Angeles Times </em>article </a>raises concerns about the future of wildfire prevention funding in California. While the state has made significant investments in wildfire resilience in recent years, <strong>many of the funding sources supporting that work are expected to decline or expire in the years ahead.</strong></p>
<p class="isSelectedEnd">According to the article, California could see a substantial reduction in funding available for<a href="https://www.iegives.org/iecf-regional-priority-plan-rpp/"> wildfire prevention and resilience projects</a> over the next several years. <strong>Experts warn that the shift could affect efforts already underway to reduce wildfire risk</strong> through forest management, fuel reduction, prescribed fire, and other proven strategies.</p>
<p class="isSelectedEnd">As California prepares to elect its next governor, questions about the future of wildfire prevention funding are becoming increasingly urgent.</p>
<p class="isSelectedEnd"><a href="https://www.youtube.com/watch?v=Fw9VgYkIr3E&amp;t=96s"><img loading="lazy" decoding="async" class="size-full wp-image-28654 alignleft" src="https://www.iegives.org/wp-content/uploads/2026/06/md-wildfire.jpg" alt="" width="400" height="250" /></a>The issue is the focus of a <a href="https://www.youtube.com/watch?v=Fw9VgYkIr3E&amp;t=96s">new video from the Wildfire Solutions Coalition</a>, which features voices from across California discussing what is needed to make communities and natural landscapes safer.</p>
<p class="isSelectedEnd">In the video, <a href="https://www.iegives.org/">IECF</a> President and CEO Michelle Decker shared this message for future state leaders:</p>
<blockquote>
<p class="isSelectedEnd">&#8220;The average California voter really wants to solve this, and they vote with their wallets. They approve bond measures that invest billions of dollars in wildfire resilience. That&#8217;s a profound public trust. Not every electorate in the country or the world is prepared to do that. It&#8217;s incumbent on state leaders to treat that trust with respect and make sure that we can demonstrate to the voters that we&#8217;re making progress and show to the world that progress is possible.&#8221;</p>
</blockquote>
<p class="isSelectedEnd"><strong>For the Inland Empire, there is much at stake.</strong> Continued investment in wildfire resilience helps protect lives, homes, infrastructure, watersheds, and the landscapes that define our region.</p>
<p>We encourage you to read the <em>Los Angeles Times</em> article and watch the <a href="https://wildfiresolutionsca.org/">Wildfire Solutions Coalition</a> video to learn more about the funding challenges ahead and the solutions already being put into practice across California.</p>
<p>Stay up-to-date on all the good work we&#8217;re doing through the power of philanthropy. Subscribe to our eNewsletter, Philanthropy Matters, today.</p>

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		<title>Out in the IE: Amplifying LGBTQ+ Voices and Stories</title>
		<link>https://www.iegives.org/out-in-the-ie-amplifying-lgbtq-voices-and-stories/</link>
		
		<dc:creator><![CDATA[Laurie Aldern]]></dc:creator>
		<pubDate>Fri, 29 May 2026 16:30:21 +0000</pubDate>
				<category><![CDATA[blog]]></category>
		<category><![CDATA[CRIISC]]></category>
		<category><![CDATA[fund]]></category>
		<category><![CDATA[iecf]]></category>
		<category><![CDATA[inland empire]]></category>
		<category><![CDATA[lgbtq+]]></category>
		<guid isPermaLink="false">https://www.iegives.org/?p=28599</guid>

					<description><![CDATA[<p>The Civil Rights Institute of Inland Southern California (CRIISC) is currently presenting Out in the IE, a powerful exhibition celebrating the stories, history, resilience, and contributions of the LGBTQ+ community across Inland Southern California. Through personal narratives, photography, archival materials, and community voices, the exhibition highlights the importance of visibility, inclusion, and empowerment throughout the Inland Empire. As part of our partnership with CRIISC, the Inland Empire Community Foundation (IECF) is proud to support awareness and engagement around this meaningful exhibition and the work of the Out in the IE LGBTQ+ Empowerment Fund, which helps strengthen and uplift LGBTQ+ organizations, initiatives, and community leadership throughout the region. We encourage everyone to visit the exhibition and experience these important stories firsthand. For more information about the exhibition, visiting hours, and upcoming programs, please visit CRIISC’s website. To learn more about the Out in the IE LGBTQ+ Empowerment Fund and ways to support LGBTQ+ empowerment across the Inland Empire, please visit Out in the IE LGBTQ+ Empowerment Fund.   Stay up-to-date on all the good work we&#8217;re doing through the power of philanthropy. Subscribe to our eNewsletter, Philanthropy Matters, today. &#160;</p>
<p>The post <a href="https://www.iegives.org/out-in-the-ie-amplifying-lgbtq-voices-and-stories/">Out in the IE: Amplifying LGBTQ+ Voices and Stories</a> appeared first on <a href="https://www.iegives.org">IECF</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p><img loading="lazy" decoding="async" class="wp-image-28608 alignleft" src="https://www.iegives.org/wp-content/uploads/2026/05/out-in-the-ie-sq.jpg" alt="" width="560" height="560" srcset="https://www.iegives.org/wp-content/uploads/2026/05/out-in-the-ie-sq.jpg 560w, https://www.iegives.org/wp-content/uploads/2026/05/out-in-the-ie-sq-480x480.jpg 480w" sizes="(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 560px, 100vw" /><strong>The Civil Rights Institute of Inland Southern California (CRIISC) is currently presenting Out in the IE</strong>, a powerful exhibition celebrating the stories, history, resilience, and contributions of the LGBTQ+ community across Inland Southern California.</p>
<p>Through personal narratives, photography, archival materials, and community voices, the exhibition highlights the importance of visibility, inclusion, and empowerment throughout the Inland Empire.</p>
<p>As part of our partnership with CRIISC, the Inland Empire Community Foundation (IECF) is proud to support awareness and engagement around this meaningful exhibition and the work of the <a href="https://www.iegives.org/funds/out-in-the-ie-lgbtq-empowerment-fund/">Out in the IE LGBTQ+ Empowerment Fund</a>, which helps strengthen and uplift LGBTQ+ organizations, initiatives, and community leadership throughout the region.</p>
<p>We encourage everyone to visit the exhibition and experience these important stories firsthand. For more information about the exhibition, visiting hours, and upcoming programs, please visit <a href="https://www.inlandcivilrights.org/exhibitions/">CRIISC’s website</a>.</p>
<p>To learn more about the Out in the IE LGBTQ+ Empowerment Fund and ways to support LGBTQ+ empowerment across the Inland Empire, please visit Out in the IE LGBTQ+ Empowerment Fund.</p>
<p><a href="https://www.inlandcivilrights.org/exhibitions/"> <a href='https://www.inlandcivilrights.org/exhibitions/' class='small-button smallblue' target="_blank">CRIISC</a> </a> <a href='https://www.iegives.org/funds/out-in-the-ie-lgbtq-empowerment-fund/' class='small-button smallblue' target="_blank">OUT IN THE IE LGBTQ+ EMPOWERMENT FUND</a></p>
<p>Stay up-to-date on all the good work we&#8217;re doing through the power of philanthropy. Subscribe to our eNewsletter, Philanthropy Matters, today.</p>

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