Bread and butter strategy: QCDs for clients 70½ and older
As the economic and legislative environment continues to evolve, advisors are sharpening every tool they have to help clients meet both their financial and charitable goals. Provisions enacted as part of the One Big Beautiful Bill Act (OBBBA) are prompting renewed...
Donor-advised funds: Flexible, tax-friendly, and just the beginning
As attorneys, CPAs, and financial advisors, you’ve no doubt noticed that financial publications’ coverage of donor-advised funds is increasing. This is no surprise, considering that these popular vehicles can help your clients achieve both their financial and...
Standing Strong and Here For Good: Investing in IECF for the future of the Inland Empire
The Inland Empire deserves a foundation that is strong, steady, and always here for the region we serve. We’re focused on leading the way in addressing the big issues that face our community – today and for generations to come. This is the vision behind...
