A happier alternative? Moving from a private foundation to a donor advised fund (DAF)
The number of private foundations in the United States is nearing 150,000 with combined assets topping $1 trillion, so it’s no wonder that a lot of people immediately think about establishing a private foundation when they begin to explore structuring their charitable...
Charitable remainder trusts: What, where, who, why, when, and how?
If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even helped clients set them up. For most attorneys, CPAs, and financial advisors, CRTs don’t come along...
Rooted in Community: Ben Nate Leads the Way for AANHPI Equity in the Inland Empire
When we talk about community leadership, we’re talking about people who step forward because they’ve seen what needs to change—and they’re willing to help build the bridge to get us there. Ben Nate is one of those leaders. Ben is the inaugural chair of IECF’s newly...
