October 2025
Caritas • Agency Funholder Spotlight: Giant Steps of Saint Louis • 501(c)(3) Essentials: Powering Nonprofits for Early Childhood Success • From Training to Impact: Fundholders Lead the Way • Trick or Treat…How about Trick or TREE! • Now Accepting Scholarship Applications • Two reasons to celebrate charitable giving • Three clients. Three solutions. One common theme. • Inherited IRAs: A charitable solution?
Two reasons to celebrate charitable giving*
For many attorneys, financial advisors, and CPAs, estate planning is part of your client conversations every single month, week, and day of the year. You never hesitate to remind clients to update their wills, trusts, and financial plans as circumstances change in their lives.
Three clients. Three solutions. One common theme.
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients first and foremost as an act of generosity, but also as a powerful tool in tax planning.
Inherited IRAs: A charitable solution?
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for as long as possible? This so-called “stretch IRA” was largely eliminated by the SECURE Act of 2019, requiring most non-spouse beneficiaries to withdraw the entire inherited IRA within 10 years, rather than stretching withdrawals over their lifetime.
Caritas and Human Support Services – Serving Better Together
Through a Partnership or Merger Grant, YouthBridge Community Foundation of Greater St. Louis made it possible for Caritas Family Solutions and Human Support Services (HSS) to merge—strengthening the safety net for families across Southern Illinois.
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