May 5, 2026 | advisor knowledge hub, blog
For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. That is not the case for many of your clients! While you’ve been busy reading dozens of articles and evaluating how the changes will impact your...
May 5, 2026 | advisor knowledge hub, blog
“Charitable lead trust” is far from a household word, and you might not run across the need for one very often in your practice. They sure do come in handy in certain client situations, though. At IECF, we are happy to establish a donor-advised fund or another type of...
May 5, 2026 | advisor knowledge hub, blog
As you work with charitable clients over the course of your career, you’ll likely help dozens of married couples establish donor-advised funds and other types of funds at IECF, structure charitable gifts in wills and trusts, establish charitable remainder trusts, and...
Apr 20, 2026 | blog, donor stories
As we celebrate Pat’s remarkable life, we invite you to leave a comment, a memory, a shared story below. Pat Brinker was a devoted wife, mother, teacher, and volunteer who believed that education could change the course of a young person’s life. She once...
Apr 3, 2026 | advisor knowledge hub, blog
As you work with clients who have established a private foundation, it is not uncommon for the conversation to eventually turn to whether this structure still makes sense. What began as a seemingly logical vehicle for organizing a family’s philanthropy can, over time,...
