Resources
Explore a collection of resources designed to support thoughtful, tax-efficient, and long-term charitable planning. From legacy strategies to giving structures, these guides offer insights to help you and your clients make informed decisions.
The One Page Legacy Plan
A free guide for financial advisors from Phil Tobin, the nation’s foremost authority on donor advised funds.
Tax-smart Charitable Giving
Learn how donor advised funds offer tax-smart charitable giving with immediate benefits, investment growth, and long-term impact.
Rethink the Private Foundation
Learn how donor advised funds can complement or replace private foundations for simpler approaches or a more flexible structure.
Qualified Charitable Distributions Strategy
Learn how QCDs can satisfy RMDs tax-efficiently and how iGiftFund’s Designated Fund offers a compliant, structured giving solution.