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Mutz Institute Communication Toolkit
Templates, sample text, and tips to announce your acceptance into the Mutz Institute.
IPA Public Policy Agenda
The 2026 IPA Public Policy Agenda was approved by the IPA Board of Directors on December 5, 2025.
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Changes to Tax and Estate Planning After OBBBA
The recently passed One Big Beautiful Bill Act (OBBBA) introduces changes to tax and estate planning that may impact how donors think about their...
Succession Planning
This document contains guidance to support the development of a succession plan for your organization.
Mutz Institute Thought Leadership Toolkit
Helpful tools for developing your thought leadership piece
Trump Accounts Explainer
Trump Accounts are new accounts—structured as Individual Retirement Accounts (IRA) but with special rules—that are created or organized for the...