Back to School, Back to Listening
Learning by Doing As summer comes to a close, we are celebrating a successful school year of sorts at YouthBridge. Earlier this summer, we introduced you to Senya Simmons, our 2026 summer intern and Pershing Fellow. Over the past several months, Senya has moved beyond … More →
Gotcha! This missing sentence can cost your clients a lot of money
If you advise charitable clients in your practice, you are no stranger to the IRS’s requirements for substantiating charitable deductions. In some cases, however, tax advisors and their clients are so focused on valuing the gift and filing the Form 8283 that they overlook the … More →
Apples and oranges: Lifetime and legacy giving with IRAs
Retirement assets are becoming an increasingly important part of charitable planning. Americans hold more than $50 trillion in retirement accounts—nearly $20 trillion of which are held in IRAs. Meanwhile, the Great Wealth Transfer is underway, with more than $120 trillion expected to change hands over … More →
Year-end checklist: Repeat, repeat, repeat
It’s October! You are well aware of the calendar, of course, and so are your clients. You’ve also likely already begun reminding clients about year-end tax deadlines and important loose ends to tie up before 2027 hits. Remember, though, that memories are short, and just … More →
YouthBridge Newsletter, September 2026
From Giving to Giving Back • Agency Fundholder Spotlight: Camp Braveways • Student Leadership Opportunities • Now Accepting Scholarship Applications • Estate planning: Go beyond the thirteen magic words • What happens if your client wants to give government securities to charity? • Reading roundup: What’s worth a skim to stay up to date on charitable planning
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