Tuesday, June 13, 2023
Estate Planning Council Annual Golf Outing and Dinner
Norwood Hills Country ClubSt. Louis, MO Learn more
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.
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
Camp Rainbow Foundation
The Camp Rainbow Foundation offers free, year-round camp experiences for children and families affected by childhood cancer and blood-related diseases in the St. Louis area. Through seven unique programs, campers build self-esteem, form lasting friendships, and create joyful memories in a nurturing environment—free from the … More →
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.
Gateway Children’s Charity
The Gateway Children’s Charity grant (GCC) provides grants to early childhood programs that support children living in underserved St. Louis communities.
Monday, February 27, 2023
10th Annual Mentoring Monday
St. Louis Science Center
St. Louis, MO Learn moreThursday, 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
YEP-STL! Grant Recipient: Special Education Foundation
Established in 1984, the Special Education Foundation supports over 24,000 students with disabilities in St. Louis County – along with their families and teachers – in areas not supported by tax dollars. The Foundation is independent of the Special School District and receives no support from the government. A volunteer board of directors guides the organization.
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.
So long, 2022: Important charitable tax planning reminders as the year winds down
Now is the time to share important reminders with your clients about year-end gifts. Time is indeed of the essence!
How NFTs are connecting makers, investors and donors with causes they love
As if advisors didn’t have enough financial acronyms to explain to their clients—DAF, RMD, IPO and ETF come to mind—along comes NFT to stir the multi-letter madness further. Even under the shadow of recent turmoil in the cryptocurrency marketplace, “non-fungible tokens,” or “NFTs,” are still creating quite a buzz.
Spotlight on Heritage Grant Recipient Sherwood Forest
The kids are discovering so many new things and, most of all, recognizing who they really are without their ‘school persona’.