News

  • 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.

  • 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’.

  • Nine PBS: ‘Programs Should Represent All Kids’

    It shouldn’t matter your zip code; all kids deserve to thrive. We are hoping to impact literacy numbers by drawing in kids through positive stories that represent them and spark a greater interest in reading.

  • December 2022

    Nine PBS: ‘Programs Should Represent All Kids’ • Spotlight on Heritage Grantee Sherwood Forest • Holiday Giving Cards • YEP STL! grant applications due December 15 • Reminder for Donor-Advised Fundholders • IRA Charitable Rollover for 2022 • Charitable tax planning reminders • 5 most-asked questions about QCDs • NFTs connecting makers, investors and donors with causes they love

  • When Dog and Man Rescue Each Other

    Today, Dogs for our Brave is based in St. Louis because “that’s where we found our incredible director of training, Paul Scimone,” says Haskins. An expert in canine behavior, Scimone created a training program that’s individualized to the behavior and psychology of each animal and tailored to the needs of each service member. In addition to dozens of assistance commands, the dogs also learn skills to assist with anxiety, PTSD episodes and nightmares.

  • Spotlight on Heritage Grantee PreventEd

    Part of the eligibility for a Heritage Grant from YouthBridge is a nonprofit leadership that is eager to participate in a core capacity assessment during its three-year funding timeframe. PreventEd certainly fits the criteria.

  • Strong year-end giving in a bear market: Donor-advised funds come in handy

    Giving appreciated stock to charitable organizations is certainly a highly-effective tax strategy. During years when highly-appreciated stock is in short supply, however, implementing this strategy may be easier said than done.

  • It’s a big deal: Answering clients’ questions about GivingTuesday

    Among the many client questions you and other attorneys, accountants, and financial advisors can be prepared to answer as year-end approaches is, “What is Giving Tuesday? And why the hashtag that often precedes it in print or online?”

  • Adopt a “donor beware” attitude when clients make non-marketable gifts

    Market declines and inflation have made 2022 a more challenging year for some clients to fulfill their traditional giving objectives or early-year gifting intentions. With annual inflation hovering at 8% (and no relief in sight) and liquidity perhaps less than ideal, cash may be hard … More →

  • October 2022

    On the Road to a Stronger Child Care System for Missouri • Finding Hope and Faith through Fire • Grant Announcements • Family Business Awards • THE BEAR MARKET • HURRICANE RELIEF • NONPROFIT SECTOR INSIGHTS

  • Counseling your clients about nonprofits: The good, the bad, and the big leaps

    The nonprofit sector accounts for more than 12 million jobs in the United States, and job growth in the nonprofit sector in recent years has outpaced job growth in the private sector. As an advisor, you are more likely than ever to represent clients who hold executive positions at nonprofits, serve in key roles on nonprofit boards of directors, or do business with nonprofit organizations.

  • Disaster philanthropy: Your clients and the important role of individual philanthropy

    Sadly, your philanthropic clients have likely grown accustomed to making charitable donations to support disaster relief. Individual donations provide critical resources to help communities recover from the many disasters–weather, fire, humanitarian, disease, war–that occur each year.

  • Hanging in there: Charitable giving in a challenging economy 

    Three messages worth sharing with your philanthropic clients as bear market conditions hang on into the fourth quarter.

  • Finding Hope and Faith through Fire

    Every October, the pink ribbons come out in full force in support of Breast Cancer Awareness Month. Yet, in the conversations during the month, one aspect of the disease is often overlooked.

  • On the Road to a Stronger Child Care System for Missouri

    This grant is an opportunity to engage and cultivate more parent leaders in our efforts to build a child care system that works better for all Missouri kids and families.

  • November 2022

    When Dog and Man Rescue Each Other • PreventEd • Support Families and School Communities • Think Big For Kids Grant Announcement • Grant opportunity for youth-focused NPOs • Business Gift Solution •  Handy tools in a bear market • GivingTuesday • Avoiding valuation pitfalls