Michael J. Cosgrove: Champion of Giving at IECF

Michael J. Cosgrove: Champion of Giving at IECF

Professional Advisors play a critical role in the success of IECF.  In order to receive the distinction of a Champion, a Professional Advisor must either establish an endowment or a fund in their own name or in the name of their family, or refer a client who then...
Tongue twister: OBBBA, IRAs, QCDs, and FAQs

Tongue twister: OBBBA, IRAs, QCDs, and FAQs

If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the mix. Let’s address five frequently asked questions we’ve been hearing from attorneys, CPAs, and financial...

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