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,...
Giving later and now: Make an impact even before your legacy gift
According to the 2023 Giving USA Report released in June 2024, charitable bequests, totalling nearly $43 billion, are up 4.8% over the previous year, keeping pace with inflation. This extraordinary generosity signals the possibility of tremendous impact in our...
“Thanks, but …”: The hidden cost of small gifts to your favorite charities
Your favorite charities are grateful for your support over the years. Whether you make your gifts outright or support charities using a donor-advised or other type of fund at IECF, every gift makes a difference in the quality of life in our community. You may even...
