Jul 3, 2025 | advisor knowledge hub, blog
As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while also optimizing tax benefits. Unfortunately, a 2023 survey found that only 19.2% of advisors regularly discuss charitable...
Jun 3, 2025 | advisor knowledge hub, blog
As you advise clients on charitable giving, you’re likely aware of the growing popularity of the donor-advised fund as a flexible, tax-efficient tool for philanthropy. Many families appreciate how donor-advised funds can streamline giving, foster family engagement,...
Jun 3, 2025 | advisor knowledge hub, blog
If your client base includes business owners, you probably weren’t surprised by this observation in a recent Wall Street Journal article about the “stealthy wealthy”: “Behind a paycheck, the largest source of income for the 1% highest earners in the U.S. isn’t being a...
Jun 3, 2025 | advisor knowledge hub, blog
There’s little doubt that you’ve seen extensive news coverage of the so-called “Big Beautiful Bill” (H.R. 1) that passed the House of Representatives by a 215-214 vote on May 22, 2025, and now moves to the Senate, where significant changes are expected...
Jun 3, 2025 | blog, donor knowledge hub
Whether you’ve supported a fund at IECF, established your own fund, or are considering whether to get involved, it’s important to know that the team at IECF keeps a watchful eye on tax law changes that could impact your plans for charitable giving. You’ve probably...
