Caught by surprise? In case you missed it, here’s what’s going on with 2025 tax legislation
Keeping up with an ever-evolving landscape of tax legislation can be a full-time job! Many attorneys, CPAs, and financial advisors regularly ask IECF to provide a refresher course on the potential tax changes on the horizon in 2025, especially those that might impact...
Generational shifts: Fulfilling clients’ charitable wishes
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children. The dollars involved are eye-popping. Most attorneys,...
Giving later and now: Make an impact even before your legacy gift
According to the 2023 Giving USA Report released in June 2024, charitable bequests, totalling nearly $43 billion, are up 4.8% over the previous year, keeping pace with inflation. This extraordinary generosity signals the possibility of tremendous impact in our...
