Case study: Business owners exit with a family legacy
As an attorney, CPA, or financial advisor, you probably work with several clients who own a family business. You’ve likely also considered that there may be a role for strategic philanthropy in family business succession planning to help clients get ready for an...
Documentation is no joke and coffee is not milk: Two vital tax rulings
At IECF, we value the role you play in helping individuals and families make the most of their charitable giving. That’s why we’re committed to providing regular updates on legal and policy developments that may impact your clients. In two recent rulings, the...
Women and philanthropy: Four insights to inform your practice
At IECF, we’re honored to work with hundreds of individuals, families, and businesses who support a wide range of charitable causes. The generosity and commitment across generations and demographics inspire our team every single day. March is an especially good time...
