Oct 9, 2026
If you advise charitable clients in your practice, you are no stranger to the IRS’s requirements for substantiating charitable deductions. In some cases, however, tax advisors and their clients are so focused on valuing the gift and filing the Form 8283 that they...
Oct 9, 2026
Retirement assets are becoming an increasingly important part of charitable planning. Americans hold more than $50 trillion in retirement accounts—nearly $20 trillion of which are held in IRAs. Meanwhile, the Great Wealth Transfer is underway, with more than $120...
Oct 9, 2026
As we enter into the last quarter of the year, you and your clients know that time is ticking. You’ve also have likely begun to remind clients about year-end tax deadlines and important loose ends to tie up before 2027 hits. Remember, though, that memories are short,...
Oct 9, 2026
Not quite sure when to reach out to ETCF for help with your charitable questions? If any of these situations apply to you, drop us an email or give us a call! You promised yourself that you’ll never again get caught in a year-end crunch. The last few months of...
Oct 5, 2026
At ETCF, we are honored to talk with donors and fund holders every single day about favorite causes and how best to support nonprofits, whether through a donor-advised fund, a Field-of-Interest fund, or perhaps a legacy gift to a particular organization through an...
Oct 5, 2026
If your email inbox—and even your actual mailbox—is any indication, year-end must be right around the corner! You’ve likely already started to get reminders, tax tips, charitable giving strategies, and appeals from organizations you care about. It can be a lot! The...
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