Philanthropy offers both emotional and rational upsides to your clients. Advisors who lean into these benefits stand a strong chance of being viewed by their clients as effective, impactful, and delivering well-rounded services to improve clients’ lives and give them peace of mind.
Lutheran Elementary School Association – Providing Priceless Gifts • Congratulations to the 2024 Gateway Children’s Charity grantees • Progress 64 West and YouthBridge Award P64 Entrepreneurial Scholarships • YEP STL! Now Accepting Grant Applications • Saint Louis Story Stitchers Mental Health Campaign • Reminder for Donor-Advised … More →
At this time of year our thoughts tend to turn toward gifts. Despite the intensity of our search for perfect presents, few have any lasting impact. The gift of increased financial sustainability is an enduring one that YouthBridge Community Foundation of Greater St. Louis aims … More →
As attorneys, CPAs, and financial advisors, you’re very aware of potentially significant upcoming changes to the tax laws that could impact your high net-worth clients. Whether or not a post-election Congress takes action to prevent the estate tax exemption sunset at the end of 2025 will potentially affect the way you design your clients’ wealth transfer strategies.
At YouthBridge Community Foundation, we’ve recently been asked by attorneys, CPAs, and financial advisors for “cheat sheet” resources to make it easy to determine which type of charitable planning tool is best for a particular client.
As you and other attorneys, CPAs, and financial advisors put the finishing touches on implementing clients’ year-end charitable giving plans, you may have a moment when it hits you: “Wait, how exactly does a Qualified Charitable Distribution work?”
Giving Thanks for the Power of Philanthropy and Unleashing Potential • YouthBridge Congratulates Gateway Children’s Charity on its New Leader • Give the Gift of Giving • National Philanthropy Day • Three insights worth a quick peek • What now? Why the elections won’t immediately … More →
Many eyes are on the election aftermath seeking clues about what might happen to the tax laws. Of particular interest is the much-analyzed sunset of the higher estate tax exemption, scheduled for the end of 2025 absent intervening legislation. “Absent intervening legislation” is the key, of course. … More →
Charitable giving is always an important strategy to discuss with your clients. Many high net worth individuals are philanthropic, of course, and charitable gifts reduce taxable income and avoid estate taxes. Charitable giving strategies are particularly relevant as you and your clients address the possibility of increases in … More →
You’re busy as 2024 draws to a close! The YouthBridge team is committed to researching, curating, and keeping you up-to-date on the latest trends and developments that could impact your clients’ charitable giving strategies. If you only have 60 seconds, we recommend scanning these three … More →
Wyman – Making a Difference for Over a Century • Scholarship Application Closing Soon • Give the Gift of Giving • Lunch with Leaders, Featuring Barbara Carswell • Into the great unknown • Event tickets: Beware of the split • At a loss for words? Tips … More →
It is not easy to find 126-year-old organizations today, and when you do, very few are more relevant now than when they began. Wyman Center, commonly called Wyman, fits that category. YouthBridge Community Foundation of Greater St. Louis celebrates its recent $75,000 Heritage Grant to … More →
Humans crave certainty, and that is certainly not what we have right now during election season, especially where taxes are concerned. Your clients who support charitable causes may be wondering how the election outcomes might impact their philanthropic plans. You’re probably wondering that, too! Of course, no … More →
Many of your philanthropy-minded clients certainly enjoy attending fundraising events for their favorite charities. Especially as community events start ramping up this fall, you’ll want to be aware of a little wrinkle in the IRS rules that may surprise your clients so much that they … More →
Attorneys, CPAs, and financial advisors certainly are not strangers to tough questions. Indeed, the mix of money, family, and mortality is a potent combination that almost always creates an emotionally-charged planning environment, whether the matter at hand is tax planning, updating wills and trusts, or structuring … More →
Growing Capacity at Mission: St. Louis • Student Leadership Opportunity • Now Accepting Scholarship Applications • Capacity Building Grants • Heritage Grant Awards • Lunch with Leaders, Featuring Barbara Carswell • Charitable planning can help ease client procrastination • Closely-held stock is having a moment … More →
Founded seventeen years ago by Executive Director, Josh Wilson, Mission: St. Louis exists to empower individuals for social and economic growth through relationship and opportunity. At its core is the belief that poverty is addressed at the individual level, with dignity at the center. Josh explained, “We want to remove barriers to ensure that people can flourish.”
Procrastination is a drain in ways that go far deeper than the incomplete task itself. We know this intellectually, but it can be so hard to break the procrastination habit. It seems that the more daunting the task, the harder it is to tackle.
Giving stock is an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that calls for transferring the business to the next generation if that is your client’s goal, but gifts of stock can also help your business owner client achieve charitable goals and avoid estate tax.
The team at YouthBridge Community Foundation of Greater St. Louis keeps a finger on the pulse of current events and legal developments that could impact the way you work with your charitable clients. Below are three notable items that you’ll likely want to keep in mind this fall.