News

Relax a little (maybe?): What’s off the table, what’s still in play, and what your charitable clients need to know now about tax reform

Late last month, the White House released a proposed $1.75 trillion revenue package, putting to rest (at least for now) some of the uncertainty as to how sweeping tax reform could upend wealth planning strategies via changes to top marginal rates, a restructuring of the capital gains tax, and lower estate and gift tax exclusions, all of which have been heavily discussed and debated over the last several weeks. For now, those particular big changes appear to have been dropped.

October 2021

Spreading Love and Hope in the Lou • Training Camp Takes Fear out of Fundraising • YouthBridge proud to sponsor 2021 Family Business Awards • Trends that inform what your clients are thinking •Recent IRS actions illuminating charitable tax planning pitfalls • Pending legislation that could impact charitable giving strategies • Notice for Professional Advisors

YouthBridge proud to sponsor 2021 Family Business Awards

Eleven family-owned companies were honored on October 19th, 2021 at the sixth annual Family Business Awards. Family businesses have always been essential to the success of  St. Louis.

Spreading Love and Hope in the Lou

YouthBridge is committed to the sustainability of vital community services that build strong individuals and families. In this article, we highlight a 2020 recipient of our Nonprofit Recovery and Resilience grant, which has also received ongoing support through YouthBridge donor clients.

Training Camp Takes Fear out of Fundraising

 As the second deployment of our Nonprofit Recovery and Resiliency Fund, this summer we awarded 10 child-serving charitable organizations with weeklong training in building fundraising capacity. In this article, the Megan Meier Foundation shares how it gained a new perspective and approach to fundraising after attending the workshop.

Recent IRS actions illuminating charitable tax planning pitfalls

It requires a keen eye to spot unintended negative consequences of a well-meaning client’s charitable giving strategies! This fall, we suggest you take note of three cautionary tales…

Pending legislation that could impact charitable giving strategies

Even with a government shutdown averted (at least for now), there are still plenty of legislative loose ends that we’ll help you keep an eye on. Changes could directly or indirectly impact your clients’ overall charitable and estate plans.

Trends that inform what your clients are thinking even if they aren’t saying it

Hot off the press, the 2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households confirms that wealthy families are as committed as ever to the nonprofit sector and community causes.

September 2021

‘Change Happens When You Believe,’ Says Julius Anthony • North Side Community School – a Community of Support  • 2021 Heritage Grant Announcements • Proposed legislation: What’s in it for giving? • Gifts of S Corp stock to charity • Gifts of life insurance to charities • Advisors’ fiduciary obligations

Proposed legislation: What’s in it for giving?

The nonpartisan Joint Committee on Taxation’s report issued recently is already creating a buzz among attorneys, accountants, and financial advisors who provide charitable planning advice to their clients. Here are four considerations as you navigate the weeks ahead and prepare for the possibility that the … More →

2021 Heritage Grant Awards Announced

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 clients. These organizations have been awarded a $75,000 unrestricted grant paid over a three-year period.

December 2021

Lift For Life Academy Empowers, Uplifts & Educates • Annie’s Hope: ‘Grief is Normal, Natural’ • Standing Strong across St. Louis and St. Charles • Professional Advisor Happy Hour on Jan. 20 • YEP STL! is now accepting grant applications • The ever-popular, handy-dandy, year-end charitable giving checklist • Helping families stay connected across the miles and generations • What’s up with DAF’s?

‘Change Happens When You Believe,’ Says Julius Anthony

YouthBridge is an active partner and provides support for collaborative community initiatives. As part of our ongoing commitment to youth literacy and its role in developing strong citizens and communities, YouthBridge provided a grant for The Believe Project in partnership with St. Louis Public Schools and St. Louis Black Authors of Children’s Literature.

These three factors are a big deal in gifts of S Corp stock to charity

S Corporation, or limited liability company? That’s a question many family businesses grapple with in their formative stages.

Five pointers for gifts of life insurance to charities

“Incidents of ownership” are three powerful words in estate planning where life insurance is concerned.

Advisors’ fiduciary obligations can get personal

With charitable bequests on the rise, and the possibility that more clients will be subject to Federal estate taxes in the future, many attorneys, accountants, and financial advisors are refreshing their recollections on the requirements of advising and administering taxable estates where one or more charitable organizations are a beneficiary.

North Side Community School – a Community of Support

The YouthBridge YEP (Youth Engaged in Philanthropy) STL! program provides a platform for area students to learn about and impact programs or projects serving children and youth. The group annually reviews and awards grants totaling $10,000 to multiple local nonprofits. This month, we highlight YEP STL! grantee North Side Community School.

Recovery and Resilience Grantee Announcements

YouthBridge Community Foundation has selected three organizations from the Greater St. Louis area to participate in a Risk Assessment Cohort.

Annie’s Hope: ‘Grief is Normal, Natural’

To honor our mission of partnering with donors around the sustainability of nonprofits, YouthBridge awards two Heritage Grants each year to child and youth serving organizations that are regularly supported by our clients. Heritage Grants provide $75,000 in unrestricted support over three years. This month, we highlight 2021 Heritage Grant recipient, Annie’s Hope.

IFM Community Medicine Bringing Healthcare Where it is Needed

A family practitioner and medical educator with over 35 years of experience, Dr. Campbell started IFM in 2000 as a way to take healthcare services directly to the most disadvantaged communities in St. Louis, and offer services at little to no cost.