Generational shifts: Fulfilling clients’ charitable wishes
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children. The dollars involved are eye-popping. Most attorneys,...
Maximize Your Impact: The benefits of charitable giving as a year-end strategy
The holiday season is a time for giving, and many people consider charitable contributions as part of their year-end plans. At the Inland Empire Community Foundation (IECF), we’re committed to helping you make the most of your generosity. Our Charitable Giving...
Secure your legacy and create lasting change
National Estate Planning Awareness Week (October 21-27) offers a great time to reflect on how you can secure your legacy and create lasting change. At IECF we’ve seen many examples of how thoughtful estate planning can make an enduring difference in our region. For...
