News Category: Estate Planning
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…
Unlock Your IEEE Legacy with the Foundation’s Goldsmith Legacy League
To “Unlock Your Legacy” means to discover, create, and leave behind a meaningful and lasting impact on the world; one that reflects your values, beliefs and contributions. It is about…
Reflecting on 50 Years of Planned Giving Impact: A History of Being Forever Generous
Since its founding, the IEEE Foundation has been the proud beneficiary of many planned and estate gifts, which have played a central role in our ability to unleash exciting, thoughtful,…
Estate Planning Even Includes Your Pets
Dear Pet Parents, All the pets I know have a special relationship with their human(s), like I am fortunate to have with John and Jo-Ann McDonald. We are best friends.…
SECURE 2.0: Updates That May Impact You!
On 29 December 2022, President Biden signed the Consolidated Appropriations Act of 2023 (HR 2617) into law, which included provisions affecting retirement savings plans intended to build upon the 2019 SECURE Act. This legislation builds on the original Secure Act and years of discussion aimed at strengthening the retirement system and an expansion of the rules for qualified charitable donations (QCDs). While the Secure 2.0 Act contains dozens of provisions, the highlights are different depending on where you are in your life cycle.
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