News Category: Estate Planning
The IEEE Giving Guide: Impact and Philanthropy
Have you ever pondered how IEEE makes such a large impact? One of the main reasons is the generosity of individuals, IEEE Members , and friends and their donations to…
New Retirement Account Distribution Rules: What They Mean for You
In December 2019, when the original SECURE Act was passed, sweeping changes were made to the post-death tax treatment of qualified retirement accounts. One of the biggest changes was eliminating…
Giving Across Generations
It’s been more than a half-century since Crosby, Stills, Nash & Young sang Teach Your Children. People of a “certain age” remember it well. Whatever your age, or generation, there is broad…
Ask the Expert: David Sandhu, Sr. Financial Advisor, EverSource Wealth Advisors
Updated for Estate Planning Week It is never too early or too late to start planning your estate! Estates are constantly evolving. Take time every year (so why not Estate…
Making Your Will and Your Wishes a Priority
August is National Make-a-Will Month and the IEEE Foundation is proud to be participating by providing this important annual reminder. It’s always a good plan to have your estate affairs…
Understanding Bequests: A Simple Path to Lasting Impact
Bequests stand as a cornerstone in the world of planned giving, offering a straightforward and impactful way to support causes close to our hearts. One of the easiest ways to…
Inspired by the Goldsmiths: Leaving A Legacy
While every donor to the IEEE Goldsmith Legacy League is unique, one word and one common thread ties them together. Legacy. But what, exactly, does that mean to each of…
Ask the Expert: Karen Galuchie, Executive Director, IEEE Foundation
Welcome to “Ask the Planned Giving Expert,” a series where we bring clarity to planned giving with straightforward insights from experienced professionals. Our series is dedicated to providing easy-to-understand, practical…
