• Spotlight on Grant Recipient East Side Aligned

    Evan Krauss wants people to know about the incredible potential of East Saint Louis, IL. “While economically and systemically disadvantaged, there is so much talent here and so many committed people working day in and day out to create a community where our children and youth can thrive,” he says.

  • Pet Clinic Envisions ‘No Needless Kill Community’

    Wendy Heckman has a chart she shares during February’s National Spay and Neuter Month. It’s a “reproductive pyramid,” depicting the population explosion that can occur when a dog or cat is allowed to reproduce unchecked, and shows that within six years, an unspayed female cat can yield more than 11 million descendants!

  • Tuesday, June 13, 2023

    Estate Planning Council Annual Golf Outing and Dinner

    Norwood Hills Country Club
    St. Louis, MO Learn more
  • March 31, 2023

    Family Business Speaker Series

    The Ritz-Carlton
    St. Louis, MO Learn more
  • Client conversations: Why your 2023 agenda must include charitable giving

    No doubt, your news feed includes far more articles about philanthropy as a planning tool for your clients than it did just a few years ago. Charitable giving has always been an important subject of client discussions for attorneys, accountants, and financial advisors. What’s changed is that widespread coverage of both major charitable gifts and the ease of making online donations has prompted more of your clients to pay attention to philanthropy.

  • It’s not too early for spring cleaning: Make this the year to help clients get organized

    If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this may be a good time to take proactive steps to avoid being in this same spot next year.

  • In case you missed it: Three tax tips worth smiling about

    Nonprofits and other exempt entities are often left out of discussions when new tax incentives are proposed in Congress, primarily (and logically) because these organizations don’t pay tax. Fortunately, nonprofits are not left out of a recently enhanced tax provision known as the 179D deduction, which is intended to encourage incorporating energy efficiency measures into new or renovated buildings.

  • Axes Physical Therapy Foundation

    Axes PT Foundation, a donor-advised fund, provides financial contributions to Greater St. Louis area charities nominated and selected by Axes employees.  The goal of Axes PT Foundation is to continue supporting the needs of many local charitable entities that are giving back to a wide range of causes.

  • January 2023

    Healing Action – a Gateway from Exploitation to Empowerment • Four New Capacity Building Grants Announced • 2023 grant programs • Happy Hour • Celebrating the new Legacy IRA and a boost for QCDs • Why charitable gift annuities are having a moment • Why it’s smart to talk with your clients about charitable giving

  • Doin’ It 
    Charitable Fund

    The Doin’ It app aims to encourage personal accountability, charitable giving, and goal setting by providing users with a framework to set an achieve goals, while supporting charity in the process.

  • Four New Capacity Building Grants Announced

    YouthBridge announces four new recipients of the capacity building grant –  developed to assist nonprofits in building, strengthening and sustaining their organizations.

  • Healing Action – a Gateway from Exploitation to Empowerment

    This month marks the 13th year the nation has recognized Human Trafficking Prevention Month. While it’s an opportunity to raise awareness on preventing and responding to human trafficking and exploitation, it’s also a time to acknowledge and celebrate the progress that survivor leaders and anti-trafficking organizations and allies have achieved.

  • Valuable conversations: Why it’s smart to talk with your clients about charitable giving

    January is a good time to start helping your clients plan for their annual giving. With the year-end flurry of donations still fresh in many clients’ minds, you may discover that clients will welcome your suggestion to make 2023 the year to get organized early, particularly as economic headwinds make planning especially important.

  • It just keeps getting better: Why charitable gift annuities are having a moment

    Charitable gift annuities (CGAs) are becoming more attractive to philanthropists, making this planned giving vehicle a good fit for your clients who like the idea of an up-front tax deduction, a steady lifetime income stream, and a remainder gift to charity.

  • Celebrating the new Legacy IRA and a boost for QCDs

    Congress passed the much-anticipated, $1.65 trillion-dollar omnibus spending bill known as the Consolidated Appropriations Act of 2023 (“CAA”) on December 23, 2022, followed by President Biden signing the Act into law on December 29, 2022. At more than 4,000 pages, the Act includes a wide range of provisions that impact multiple sectors.

  • Heritage

    To honor our mission of partnering with donors around sustainability of nonprofits, YouthBridge provides grants to child or youth serving organizations that are regularly supported by our fundholders.

  • Monday, February 27, 2023

    10th Annual Mentoring Monday

    St. Louis Science Center
    St. Louis, MO Learn more
  • Thursday, January 12, 2023 from 4:00pm to 6:30pm

    Estate Planning Council Happy Hour

    Peel Wood Fired Pizza
    208 S. Meramec Clayton MO 63105 Learn more
  • December 2022

    Nine PBS: ‘Programs Should Represent All Kids’ • Spotlight on Heritage Grantee Sherwood Forest • Holiday Giving Cards • YEP STL! grant applications due December 15 • Reminder for Donor-Advised Fundholders • IRA Charitable Rollover for 2022 • Charitable tax planning reminders • 5 most-asked questions about QCDs • NFTs connecting makers, investors and donors with causes they love

  • Five of 2022’s most-asked questions about Qualified Charitable Distributions

    Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool. At the same time, QCDs are growing as the source of more and more confusion.