Oct 3, 2025 | advisor knowledge hub, blog
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients first and foremost as an act of generosity, but also as a powerful tool in tax planning. ...
Oct 3, 2025 | advisor knowledge hub, blog
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for as long as possible? This so-called “stretch IRA” was largely eliminated by the SECURE...
Oct 3, 2025 | advisor knowledge hub, blog
There’s a lot to celebrate about charitable giving in October! National Estate Planning Week For many attorneys, financial advisors, and CPAs, estate planning and charitable giving is part of your client conversations every single month, week, and day of the year....
Oct 2, 2025 | blog, grantee spotlights
A recent Inland Empire Community Foundation (IECF) grant will greatly support one nonprofit’s long-term residential program for survivors of human trafficking. Rebirth Homes recently received a grant via the Seraphim Fund, which aids women and children, to assist...
Sep 23, 2025 | blog, grantee spotlights
Renowned Boston Philharmonic Orchestra conductor Benjamin Zander once said, “The conductor of an orchestra doesn’t make a sound. The conductor’s job is to awaken possibility in other people.” Palm Springs Friends of Philharmonic Executive Director Lee...
