June 30, 2022
Webinar – Gifting with a DAF versus a Foundation
ZOOMLearn more
YEP Grant Recipient: CHADS Coalition for Mental Health
When Marian and Larry McCord’s teenage son, Chad, took his life in 2004, they mourned his passing but also worried about the next family to experience “a living hell,” says Marian. “Actually, at first, I wanted to crawl into a hole and never come out, but eventually I realized that the things I’d learned through all of it had the potential to help someone else.”
June 2022
YEP! STL Recognized for Innovation in Philanthropy • First Capacity Building Grants Awarded • Endowment Training Series • Playbook: Helping clients organize their giving through a donor-advised fund • Finding the good, giving as a wealth strategy, and an open invitation
YEP! STL Recognized for Innovation in Philanthropy
The YEP (Youth Engaged in Philanthropy) STL!, a partnership between YouthBridge and First Bank, was recently recognized with an Innovation in Philanthropy award by the St. Louis Business Journal.
Playbook: Helping clients organize their giving through a donor-advised fund
A simple playbook to guide you through a client conversation to begin establishing a charitable giving plan using a donor-advised fund YouthBridge Community Foundation.
Finding the good, giving as a wealth strategy, and an open invitation
It can be hard to see the good in people as heartbreaking exceptions seem to dominate modern life, but it is worth remembering that philanthropy–”love of humanity”–is alive and well. A study at Stanford University indicates that a sense of community and calls to action help align people around common values.
May 17, 2022
National Association of Charitable Gift Planners Annual Conference
Missouri Athletic Club West
1777 Des Peres Road, Des Peres, MO 63131 Learn moreMay 10, 2022
Financial Symposium 2022
Hilton Frontenac Hotel
1335 South Lindbergh Blvd, St. Louis, MO 63131 Learn more
Social consciousness: Today’s expectations of advisors
Especially over the last few years as social consciousness has increased, many of your clients have no doubt become more interested in how they can make a difference through their philanthropic activities, whether those activities include giving to favorite charities, volunteering, serving on boards of directors, purchasing products that support a cause, and respecting a sustainable environment.
Income timing: A NIMCRUT could hold the key
Clients who own closely-held businesses, real estate, or even cryptocurrency may be good candidates for a particular type of charitable remainder trust known as a NIMCRUT, which is short for “Net Income with Makeup Charitable Remainder Unitrust.”
QCDs: Good news and important reminders
Qualified Charitable Distributions, or “QCDs,” have been in the news a lot lately, especially in light of proposed SECURE Act 2.0 legislation that passed the House of Representatives in March and is now pending in the Senate.
Annual Report 2021
Our Community in Focus, our 2021 Annual Report, is available view online or download as a PDF.
April 2022
Crisis Nursery, Always There • Stray Rescue of St. Louis • Advisor Happy Hour • St. Louis Financial Planning Symposium • Cash crunch: Gifting non-income producing assets • A mixed bag: Budget legislation • Thumbs up: SECURE Act 2.0
YouthBridge Endowment Funds: Stray Rescue of St. Louis
“An endowment fund provides a reliable source of revenue in perpetuity, Barbara explained to me, and relieves the stress of short-term, sometimes unrealistic fundraising goals,” says Dearsley.
Crisis Nursery, Always There
“Supporting overwhelmed parents is a key intervention for preventing child abuse,” say Mueller. “The COVID crisis made an already challenging life ten times harder for many of our families, and I am so grateful to the angels – my staff, our volunteers and donors – that made it possible for us to continue to be there for them.”
Cash crunch: Gifting non-income producing assets
For clients who own property, stocks, and other assets that tend to go up in value in an inflationary environment, now may be a good time to take advantage of tax-savvy giving of highly-appreciated assets–especially stocks that pay low–or no–dividends and therefore are not critical to maintaining a client’s income levels.
A mixed bag: Budget legislation
A few of the tax proposals in play that could most significantly impact the way your clients plan for their charitable giving priorities.
Thumbs up: SECURE Act 2.0
Across the board, individuals, employers, and charitable organizations are celebrating the recent passage of the Securing a Strong Retirement Act of 2022 (House Bill 2954, known as the “SECURE Act 2.0”) in the House of Representatives on March 29, 2022 by an overwhelming vote of 414 to 5.
March 2022
YouthBridge Connections: Girl Scouts of Eastern Missouri • Merger Creates Continuum of Support for Those with Developmental Disabilities • 2022 Innovation in Philanthropy Award • Advisor Happy Hour • Winds of change and headwinds: Legislation and inflation • Crypto and CRTs: Buried treasure, or hidden pitfalls? • Closely-held business interests
Annie Carter Mersmann Memorial Fund
Honoring the Life of Annie Carter Mersmann by supporting programs to support grieving kids at Annie’s Hope.