“Thanks, but …”: The hidden cost of small gifts to your favorite charities
Your favorite charities are grateful for your support over the years. Whether you make your gifts outright or support charities using a donor-advised or other type of fund at IECF, every gift makes a difference in the quality of life in our community. You may even...
Just the facts: Five tax time reminders for charitable giving
Tax time is a great reason to review the basics! At IECF, our goal is to help make the tax aspects of your charitable giving as easy and effective as possible. If you’ve already established a donor-advised or other type of fund at IECF, or if you’re considering...
How to Talk to Your Clients about Charitable Giving (November 2024 Professional Advisors Council Meeting)
Phil Savage IV is a director at Fennemore’s San Bernardino office. His practice focuses on helping clients navigate complex legal matters, including business succession, estate planning, and trust administration. With a keen eye for detail and a client-centered...
