IdahoCF Professional Advisor Newsletter

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September 2022 PA Newsletter: Inherited IRAs: Big headache or big opportunity; What's the back story?; What's the problem now? Why work with the Idaho Community Foundation?  

August 2022 PA Newsletter: Why work with the Idaho Community Foundation?; Back to basics: Reminding clients about wills, trusts, and charitable bequests.

June 2022 PA Newsletter: QCD’s: Good News and Important Reminders - Qualified Charitable Distributions, or “QCDs,” have been in the news a lot lately, especially in light of proposed SECURE Act 2.0 legislation that passed the House of Representatives in March and is now pending in the Senate.

May 2022 PA Newsletter: Charitable giving during high inflation - For clients who rely on fixed-income assets, such as bonds and wages, to cover their living expenses, the inflation pinch indeed may mean fewer dollars available for charitable giving.