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,...
Just the facts: Five tax time reminders for charitable giving
Tax time is a great reason to review the basics! At IECF, our goal is to help make the tax aspects of your charitable giving as easy and effective as possible. If you’ve already established a donor-advised or other type of fund at IECF, or if you’re considering...
Giving and Investing with Peace of Mind: The Charitable Gift Annuity
Joyce Montgomery spent a full and rewarding career in nursing and healthcare management. When she retired, she knew she wanted to continue making a difference in the lives of young people, especially those interested in healthcare careers serving low-income and...
