Connecting Donors with Local Causes
Originally printed in our 2019 Annual Report.
“Giving back to the community – looking out for those in our own backyard – is just as important as anything else we can do,” says Byron Caskey, a financial advisor for Wells Fargo Advisors. In helping his clients build, manage and give from their wealth, he takes the time to understand what is most important to them and very often, he says, it’s keeping their contributions local. “The issue for many is that they don’t know how exactly, because they aren’t familiar with local nonprofits. This is where YouthBridge brings such value.”
Caskey says educating his clients about the YouthBridge Donor-Advised Fund (DAF) is a regular topic of conversation. “Through the DAF, YouthBridge can help clients identify community needs that are a good fit, and organize their giving with a very simple online platform. Their local expertise also is a huge draw.”
“There is no comparison to the level of local service provided by YouthBridge,” echoes DAF client Tom Goldberg. A former financial planner and partner at Plancorp, Goldberg has plenty of experience with DAFs on which to draw this conclusion. “YouthBridge has a wealth of knowledge about charitable organizations in the community, and I know that if I’m looking for information, I can get someone on the phone. That doesn’t happen with the large DAF programs,” he says.
Pictured: City Academy, a top YouthBridge donor supported nonprofit, fosters high performance, creative thinking and a love of learning.