Blog Posts

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...

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...

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,...

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...

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...

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...

When Vannia Romero began classes at The University of Texas at Tyler this fall, she carried with her more than a passion for nursing. She carries the sacrifices of her family, the strength she built through adversity, and the support of a community investing in her...

Let’s face it—aging is inevitable. Whether you are 20, 40, 60, or 80, the reality is that every day you are getting older! And the population as a whole is getting older, too. The share of Americans aged 65 and older grew from 12.4% in 2004 to roughly 18%, with...

Many families established private foundations years ago because they wanted to make a lasting difference in their communities. Those foundations have supported important causes, brought family members together around charitable giving, and created meaningful legacies....

National Estate Planning Awareness Week is coming up from October 19 through 25. This comes on the heels of August’s Make-A-Will Month. A reminder to “make a will” is good advice, of course, but a thoughtful estate plan usually involves much more than a single...