News Category: Planned Giving
Ask the Expert: David Sandhu, Sr. Financial Advisor, EverSource Wealth Advisors
In this issue of “Ask the Planned Giving Expert” we share insights from David Sandhu. David is a former engineer for Lockheed Martin, SpaceX and Raytheon, and a proud IEEE…
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…
Jon C. Taenzer Bequest Continues Longtime Global Impact
Jon C. Taenzer was a renowned research engineer, senior scientist, electronics engineering inventor/patent holder, author, IEEE Life Senior Member and IEEE Goldsmith Legacy League member who passed in 2019.The IEEE…
Embracing Change and Leaving a Legacy: The Great Wealth Transfer
You have no doubt heard the axiom about life’s certainties, with birth, death and taxes on the short list. The greatest wealth transfer in history is now underway and where…
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.
