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 7, 2026 | blog, donor knowledge hub
Many people want to be thoughtful in their charitable giving, but that doesn’t always make the process easy. In fact, one of the most common challenges donors face is simply feeling confident in their decisions. With so many worthy organizations, urgent needs, and...
Apr 7, 2026 | blog, donor knowledge hub
If you’re like many donors, the weeks leading up to tax deadlines tend to bring charitable giving into sharper focus. You may have finalized contributions, gathered documentation, or had conversations with your CPA about how your philanthropy fits into your overall...
Apr 7, 2026 | blog, donor knowledge hub
Many people are not fully aware of the extent to which charitable organizations shape everyday life in our communities. From social services to education, healthcare, and the arts, nonprofits touch nearly every aspect of quality of life. Americans give hundreds of...
