Supporting You to Make More Possible
ICF partners with financial advisors, estate planning attorneys, CPAs, and other professionals to help their clients achieve meaningful philanthropic goals. We provide the expertise, tools, and local knowledge that make charitable giving simple, strategic, and impactful.
Tax-Wise Giving Strategies
We help you and your clients navigate complex assets, timing strategies, and giving vehicles that maximize both charitable impact and tax efficiency.
Custom Solutions
From donor-advised funds to endowments, we work with you to design giving structures tailored to each client's financial situation and philanthropic vision.
Personalized, Local Support
Our philanthropic advisors are based in Idaho and available to meet with you and your clients. We bring deep knowledge of local communities and causes.
The Stats: Philanthropic Expertise Matters
Clients increasingly expect their advisors to help them give strategically. The data shows that philanthropic guidance strengthens client relationships and drives better outcomes.
of affluent donors consider tax benefits when making giving decisions.
of clients under 35 expect philanthropic guidance from their advisors.
of next-gen heirs are choosing new advisors — often those who offer charitable planning support.
Sources: 2025 Bank of America Study of Philanthropy; Charities Aid Foundation; Capgemini Research Institute.
Access Our Advisor Resources
ICF provides professional advisors with tools, research, and educational resources to support philanthropic conversations with clients. From transfer of wealth data to fund structure guides, our resource library is designed to help you serve your clients more effectively.
Financial Stewardship
With $315 million in assets under management, ICF provides professional investment oversight, transparent reporting, and fiduciary responsibility for every fund we steward. Our investment committee and professional fund managers ensure that charitable assets are managed with the same rigor and care your clients expect.
Frequently Asked Questions
A community foundation is a publicly supported, nonprofit, tax-exempt organization that maintains a diverse grant making program. Unlike private foundations, its funds are derived from many unrelated donors. Community foundations are classified as public charities, subjecting them to different tax policies.
A charitable fund at ICF allows clients to be strategic with their giving and use ICF's deep community knowledge. A single large gift can be an administrative burden to an organization. Grants can be distributed over time. ICF completes due diligence before distributing grants.
A DAF can provide the benefits of a private foundation without administrative complexities. Advantages include higher tax deductions, grantmaking support, professional investment management, and the option to give anonymously. Eliminates annual distribution requirements, tax returns and audits, and excise taxes.
Clients can recommend grants to any qualified 501(c)(3) public charity or educational/governmental entity. ICF must reject recommendations that would benefit an individual, fulfill a personal obligation, support a political campaign, or go to a private foundation.
Yes, clients may request that a fund name and/or the donor's name remain anonymous, including in ICF's annual reports or other publications.
ICF will continue to follow the instructions in the fund agreement. If an organization ceases to exist, ICF will find a replacement doing similar work. For DAFs, clients may name successor advisors to continue the family's legacy.
Yes, as long as the client receives no personal benefit from the grant.
Yes. While ICF funds are established to "primarily benefit" Idaho, donors may recommend grants to qualified public charities throughout the country as long as most grants go to Idaho organizations.