Your charitable intentions: Plan to plan!
Many individuals and families spend a great deal of time setting up a charitable plan they feel good about. For example, they establish a donor-advised or other types of funds at IECF, update IRA beneficiary designations so that the fund receives the proceeds, and...
Underappreciated and overlooked: Why life insurance matters
Even in an era when term life insurance policies may appear to dominate, many people still hold whole life, variable life, or universal life insurance policies. In many cases, when the original need for a policy goes away (e.g., children become independent or other...
Get started now: Your 2026 charitable giving checklist
Many people approach a new year with a genuine desire to be more intentional about their charitable giving. They know they want to make a difference, align their generosity with their values, and perhaps even involve their families—but they are often unsure where to...
