Aug 25, 2025 | blog, pac stories
The power of example was surely at play when Elaine Hill (left, center) suggested Jane Lykken Hoff consider IECF as a one-stop shop to support the philanthropist’s favorite charities in perpetuity. Hill served as an IECF Professional Advisor Champion until she retired...
May 12, 2025 | advisor knowledge hub, blog
As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, even in times of economic uncertainty. Here are three trends to watch as you guide your clients through an...
May 12, 2025 | advisor knowledge hub, blog
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...
May 12, 2025 | advisor knowledge hub, blog
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...
Mar 6, 2025 | advisor knowledge hub, blog
After the holiday glow has finally worn off, your clients may be hit with a sinking realization that it’s time to pull together tax information and start working with their CPAs, financial advisors, and tax attorneys on the filings for last year and start checking in...
