Jun 2, 2026 | blog, grantee spotlights
A recent grant from the FitzDell Gifting Fund via Inland Empire Community Foundation has helped one non-profit organization expand students’ skills by getting children out of the classroom and into the community to experience the arts. “We’re excited we can put...
Jun 2, 2026 | blog, grantee spotlights
Nonprofit organizations in Coachella Valley benefit greatly from grants and donations to ensure they can maintain their operating expenses, which, in the mid-2020s, can be costly. A recent grant from the Dr. Abram I. and Sylvia S. Chasens Endowment Fund via Inland...
Jun 2, 2026 | advisor knowledge hub, blog
You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70 ½. By allowing eligible clients to transfer funds directly from an IRA to a...
Jun 2, 2026 | advisor knowledge hub, blog
As charitable planning conversations become more sophisticated, many advisors are revisiting so-called “split-interest gifts” to help clients balance philanthropic goals with income needs. Two of the most common strategies—a charitable gift annuity (CGA) and a...
Jun 2, 2026 | advisor knowledge hub, blog
If you’re like many advisors, you may have discovered that often charitable giving conversations begin (and end!) with cash or appreciated stock. And of course, you are well aware that appreciated stock is an excellent choice for your clients to fund a donor-advised...
