Sep 4, 2025 | advisor knowledge hub, blog
“So what does it mean for charitable planning, really?” That’s a question our team has been fielding from attorneys, CPAs, and financial advisors ever since the One Big Beautiful Bill Act became law on July 4, 2025. It’s an understandable question, not only because...
Sep 4, 2025 | advisor knowledge hub, blog
At IECF, we work with business leaders and business owners to structure charitable giving plans that achieve the company’s goals for its employees and the community. In many cases, corporate giving strategies include donating to local charities, whether directly or...
Aug 11, 2025 | advisor knowledge hub, blog
It’s never been easy to navigate the ever-shifting tax rules to help clients structure charitable gifts, and now it’s even trickier. Major changes under the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, are creating complexity, opportunity, and,...
Jul 7, 2025 | advisor knowledge hub, blog, donor knowledge hub
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025, after the House of Representatives approved the Senate’s changes to H.R. 1, which passed the House by a narrow margin in May. The OBBBA, with nearly 900 pages of provisions,...
Jun 3, 2025 | advisor knowledge hub, blog
As you advise clients on charitable giving, you’re likely aware of the growing popularity of the donor-advised fund as a flexible, tax-efficient tool for philanthropy. Many families appreciate how donor-advised funds can streamline giving, foster family engagement,...
