Brian and Lori Rennie

For example, Brian and Lori Rennie’s passion for the outdoors inspired them to establish a legacy fund with IECF, ensuring that future generations will receive educations and continue to enjoy the natural beauty of Joshua Tree. Their story is a testament to how estate planning can align personal passions with long-term impact.

Phil and Karen Hudis

After experiencing the devastating losses of their daughter, Cathy, and niece, Sascha, Phil and Karen Hudis wanted to honor their loved ones’ spirits of giving. Upon their passing, the Cathy Hudis/Sascha Franzel Life Fund will be established with IECF, ensuring that Cathy and Sascha’s legacies of compassion and service live on through grants that support local causes, including cancer care and community needs in the Coachella Valley.

Or, consider Victress Bower’s story. A highly respected teacher in the early 1900s, Ms. Bower received a salary of $1,700 per year. Through savvy investment of an inheritance from her brother, Victress was able to leave an endowment of $180,000 in 1967 when she passed. Since its inception, the fund at IECF has granted over half a million dollars to teachers who train and teach children with disabilities. It will continue to provide scholarships in perpetuity.

Victress Bower

You too can leave a legacy that reflects your values. By including IECF in your will or trust, you ensure that the issues and causes you care about will continue to thrive. Reach out to IECF’s charitable giving team to explore the many ways to build a meaningful and lasting legacy in our community. As your trusted partner in philanthropy, we can ensure that your generosity lives on for years to come.

Learn more and download your free copy of our Estate Planning Guide here.

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What is the CSPG Certification?

The CSPG certification is a distinguished program offered by the American Institute for Philanthropic Studies. It equips professionals with the knowledge and expertise to guide donors on planned giving strategies as they integrate charitable contributions into their financial and estate planning.

What Does This Mean for You, Our Donor?

Brie’s CSPG certification translates to several key benefits for you:

• Enhanced Expertise in Planned Giving: Brie is now even more qualified to discuss various planned giving options with you, such as charitable bequests and gifts of appreciated securities and complex assets.
• Strategic Guidance: She can help you tailor a planned giving strategy that aligns with your financial goals and philanthropic aspirations, ensuring your generosity has a lasting impact.
• Confidence and Trust: The CSPG certification signifies Brie’s commitment to ethical and compliant practices in planned giving. You can trust her guidance throughout the process.

Expect the Exceptional

By achieving her CSPG certification, Brie demonstrates IECF’s ongoing dedication to providing exceptional service to our donors. If you’re interested in learning more about planned giving options and how they can benefit you, please visit our Planned Giving website and contact Brie at bgrisetsmith@iegives.org.

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The post IECF Celebrates Brie Griset Smith’s CSPG Certification: Excellent News for Our Donors! appeared first on IECF.