Start with numbers: A case study for charitable clients
As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while also optimizing tax benefits. Unfortunately, a 2023 survey found that only 19.2% of advisors regularly discuss charitable...
Easier than you might think: Moving a donor-advised fund to IECF
As you advise clients on charitable giving, you’re likely aware of the growing popularity of the donor-advised fund as a flexible, tax-efficient tool for philanthropy. Many families appreciate how donor-advised funds can streamline giving, foster family engagement,...
IECF Appoints Michael Hinkle as New Charitable Giving Officer for Coachella Valley
Brie Griset Smith, CSPG, Chief Development Officer at IECF, has announced Michael Hinkle’s appointment as the new Charitable Giving Officer for Coachella Valley. Hinkle is a native of the Coachella Valley with deep roots in the region’s philanthropic and...
