Jan 2, 2026 | advisor knowledge hub, blog
Well before 2025 made way for 2026, you were no doubt already tracking the various IRS thresholds that are subject to adjustment, as well as the new tax laws’ impact on planning techniques. But have you thought about how each of these thresholds might relate to your...
Dec 2, 2025 | blog, donor knowledge hub
Many people without children wonder how their legacy will take shape. Rather than focusing on biological heirs, they often find freedom to channel their resources, time, and values toward the broader community. Indeed, Americans over age 50 without children are more...
Dec 2, 2025 | advisor knowledge hub, blog
Retaining clients is a cornerstone of long-term business success, no matter the profession or industry. As the saying goes, keeping an existing client—and earning additional work from that client—is far easier and more cost-effective than securing a new client. For...
Dec 1, 2025 | advisor knowledge hub, blog
As you counsel clients through year-end tax planning, the community foundation encourages you to remind them that 2025 presents a critical window of opportunity for charitable giving before major provisions of the One Big Beautiful Bill Act (OBBBA) take effect on...
Dec 1, 2025 | advisor knowledge hub, blog
The team at IECF is honored to work with attorneys, CPAs, and financial advisors to help clients turn generosity into lasting impact. Of course, as you work with your charitable clients, you routinely determine the best way to incorporate philanthropic intentions into...
