Women are playing an increasingly influential role in wealth management, and new research suggests that advisors have an opportunity to strengthen relationships by paying closer attention to what female clients want from financial advice. According to Vanguard’s 2026 Women & Wealth Study, 76% of women … More →
The world of tax, financial, and estate planning is changing rapidly. Indeed, accounting professionals are well aware of these dynamics: 86% expect AI to increase their ability to deliver advisory work over the next 12 months, and 44% want their firms to be known for … More →
The days are getting shorter—and year-end is getting closer! Of course, year-end is always a busy time for financial, tax, and estate planning advisors. Between reviewing investment portfolios, evaluating tax strategies, and helping clients prepare for the coming year, there’s plenty to cover. You may … More →
Back to School, Back to Listening • Agency Fundholder Spotlight: Lift For Life • Annual Performance Investment Review • Now Accepting Scholarship Applications • YEP STL! First Meeting • Connecting Youth to Philanthropy • Heritage Grantee Luncheon • Year-end checklist: Repeat, repeat, repeat • Apples and oranges: Lifetime and legacy giving with IRAs • Gotcha! This missing sentence can cost your clients a lot of money
Learning by Doing As summer comes to a close, we are celebrating a successful school year of sorts at YouthBridge. Earlier this summer, we introduced you to Senya Simmons, our 2026 summer intern and Pershing Fellow. Over the past several months, Senya has moved beyond … More →
If you advise charitable clients in your practice, you are no stranger to the IRS’s requirements for substantiating charitable deductions. In some cases, however, tax advisors and their clients are so focused on valuing the gift and filing the Form 8283 that they overlook the … More →
Retirement assets are becoming an increasingly important part of charitable planning. Americans hold more than $50 trillion in retirement accounts—nearly $20 trillion of which are held in IRAs. Meanwhile, the Great Wealth Transfer is underway, with more than $120 trillion expected to change hands over … More →
It’s October! You are well aware of the calendar, of course, and so are your clients. You’ve also likely already begun reminding clients about year-end tax deadlines and important loose ends to tie up before 2027 hits. Remember, though, that memories are short, and just … More →
From Giving to Giving Back • Agency Fundholder Spotlight: Camp Braveways • Student Leadership Opportunities • Now Accepting Scholarship Applications • Estate planning: Go beyond the thirteen magic words • What happens if your client wants to give government securities to charity? • Reading roundup: What’s worth a skim to stay up to date on charitable planning
The YouthBridge Community Foundation team is happy to keep an eye out for what’s trending in the field of charitable planning, especially developments that impact your work with your charitable clients and how those clients tap into tools and resources at YouthBridge.
Every day, YouthBridge works with attorneys, CPAs, and financial advisors to help clients support the charities and causes they care about. Often, those conversations involve gifts of appreciated noncash assets—and this is great because of the potential tax benefits.
In 2008, the U.S. House of Representatives adopted a resolution supporting the designation of National Estate Planning Awareness Week, observed each October. You’ve likely heard of this, and you may know that October 19 through 25 is the week in 2026. Chances are, though, you’ve not recently (or ever) looked at the actual resolution.
YouthBridge staff spent time at HavenHouse St. Louis, preparing a meal for families staying there as part of a hands-on philanthropy and team-building experience. HavenHouse provides lodging, meals and transportation for people traveling to St. Louis for complex medical care—including families navigating childhood cancer and other serious illnesses.
Building Confidence, One Dance Step at a Time • Dance Moves STL • Fresh Perspectives, Lasting Impact: Meet YouthBridge’s 2026 Summer Intern • Now Accepting Scholarship Applications • Highs and lows: Reminding clients about stock gifts • Bunching charitable gifts, year-end, and getting ahead • Worth a read: Moving from charitable transactions to charitable strategy
At YouthBridge Community Foundation of Greater St. Louis, our team keeps an eye out for helpful sources and reading material to help you more easily stay up-to-date on trends and techniques for advising your charitable clients. Four recent articles make a common point: the most effective … More →
For many attorneys, CPAs, and financial advisors, the last weeks of summer mark the beginning of year-end planning season. As clients return from vacations and turn their attention to tax and financial planning, it’s an ideal time to revisit charitable giving strategies that could be … More →
As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax perspective if they donate to charity by giving appreciated stock held for more than one year instead of writing a check. That’s because the client’s … More →
Creating Long-Term Strength One of the pillars of YouthBridge’s work is helping nonprofits build lasting financial strength through Endowment Funds. By creating permanent charitable assets, organizations gain a reliable source of future support that helps sustain their mission, adapt to changing needs, and confidently plan … More →
A Summer of Purpose This summer, YouthBridge was fortunate to welcome Senya Simmons, a Pershing Fellow whose passion for serving children and families, thoughtful perspective, and eagerness to learn made a lasting impact on our team. Through the prestigious Pershing Fellowship in Nonprofit Leadership, Senya … More →
YouthBridge & The Magic House: Play Changes Lives • Agency Fundholder Spotlight: Jefferson County Library Foundation • GCC Grant Application closes July 31 • Now Accepting P64 Scholarship Applications • Strengthening Our Board, Strengthening Our Mission • Business succession planning: Four questions and one word of caution • IPOs and charitable clients: Three scenarios for impact • Backdrop required: Informing your work with charitable clients