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  • September 2022

    Endowment Fund: SLOCA Says ‘You Are Not Alone’ to Women with Ovarian Cancer • YEP Grant Recipient: CHADS Coalition for Mental Health • Student Leadership Opportunity• TBFK Grant Announcement • Happy Hour Tonight • Inherited IRAs • Highly-appreciated stock • Two key topics for client meetings • Cryptocurrency

  • YEP Grant Recipient: CHADS Coalition for Mental Health

    When Marian and Larry McCord’s teenage son, Chad, took his life in 2004, they mourned his passing but also worried about the next family to experience “a living hell,” says Marian. “Actually, at first, I wanted to crawl into a hole and never come out, but eventually I realized that the things I’d learned through all of it had the potential to help someone else.”

  • SLOCA Says ‘You Are Not Alone’ to Women with Ovarian Cancer

    September is nationally recognized as Ovarian Cancer Awareness Month. Yet it remains a very lonely disease, says Susan Robben, Executive Director of St. Louis Ovarian Cancer Awareness (SLOCA). “If you’re diagnosed with breast cancer, you often will find many others that have gone through it or that know someone who has. Ovarian cancer is unique and patients can feel very alone,” she says. The fact is ovarian cancer is one-tenth as common as breast cancer, but three times as lethal.

  • The “i’s” have it: Two key topics for client meetings

    Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Right now, there’s a lot to talk about, especially related to charitable giving. Let’s look at two examples of hot topics that may take a front seat in your client conversations this fall as you are helping your clients consider their options for structuring charitable giving and philanthropic legacies in the current economic environment.

  • Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity

    During a routine check-in meeting, your client casually mentions that the client’s employer, a local company, was just acquired. The client and dozens of fellow employee shareholders are now flush with cash. “I’d like to use some of the money to give to charity,”…

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