Tax return reviews help clients level up charitable giving plans
Tax time has its silver linings! Going over a tax return with a client helps start a productive conversation about ways to plan gifts to charity more effectively.
March 2024
Rung for Women – Another Successful Connection • Pony Bird Uses Merger Grant Strategically • 2024 Family Business Speaker Series • Tax return reviews help clients level up charitable giving plans • Donor-advised funds: Recommended reading • Fund types tailored to your client’s charitable goals
Rung for Women – Another Successful Connection
When Barbara Carswell, YouthBridge Community Foundation of Greater St. Louis CEO, became aware of Rung for Women a few years ago, she was impressed with the group’s mission and successes. As she learned more, she automatically began pondering a possible match to a YouthBridge fundholder.
Pony Bird Uses Merger Grant Strategically
Pony Bird has received several grants from a major YouthBridge Community Foundation of Greater St. Louis fundholder over the last eight years. Pony Bird’s mission of enriching the lives of individuals with disabilities is a perfect match for YouthBridge and for this fundholder.
Fund types tailored to your client’s charitable goals
Just as each of your clients has a unique estate plan and financial plan to meet the client’s particular situation and goals, each of your philanthropic clients needs a unique charitable giving plan. For example, for some clients, giving shares of highly-appreciated stock consistently every year to their fund at YouthBridge Community Founadtion makes the most sense for their charitable goals and their mix of assets. For other clients, leaving a bequest to YouthBridge to support specific areas of interest is the best fit for the client’s financial situation and community priorities.
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