Advisor

  • Floor to ceiling: Four factors that will influence corporate giving now and later

    At YouthBridge Community Foundation of Greater St. Louis, we work with business leaders and business owners to structure charitable giving plans that achieve the company’s goals for its employees and the community. In many cases, corporate giving strategies include donating to local charities, whether directly or through a corporate fund at YouthBridge.

  • Tongue twister: OBBBA, IRAs, QCDs, and FAQs 

    If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the mix. Let’s address five frequently asked questions we’ve been hearing from attorneys, CPAs, and financial advisors as you counsel your charitable clients. 

  • One Big Beautiful Bill Act: Three big picture pointers

    “So what does it mean for charitable planning, really?” That’s a question our team has been fielding from attorneys, CPAs, and financial advisors ever since the One Big Beautiful Bill Act became law on July 4, 2025.

  • Gifts of artwork: Worth a look, but be careful

    If you’ve noticed a surprising uptick in recent years among your younger clients investing in artwork, it is not your imagination! A survey of 1,007 U.S. high net worth individuals (each with at least $3 million in investable assets) found that 83% of respondents aged 43 and under said they currently own or would like to own art—compared with only 34% of those older than 43.

  • Quiet types: Spotting clients who prefer to give anonymously

    At YouthBridge Community Foundation of Greater St. Louis, we’re dedicated to helping your clients achieve their charitable goals. We’re honored to serve as your trusted resource for tax-efficient giving strategies, help your clients maximize their charitable impact, and support your clients as they build lasting philanthropic legacies.

  • Timing is everything: Mapping out clients’ 2025 charitable giving plans

    It’s never been easy to navigate the ever-shifting tax rules to help clients structure charitable gifts, and now it’s even trickier. Major changes under the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, are creating complexity, opportunity, and, for some, urgency.

  • Start with numbers: A case study for charitable clients

    As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while also optimizing tax benefits. Unfortunately, a 2023 survey found that only 19.2% of advisors regularly discuss charitable giving with clients, and … More →

  • Charitable mindset: What are clients thinking?

    Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving, you can be a step ahead. Plenty of research offers clues about what matters most … More →

  • Donating business interests: Why a fund at YouthBridge Community Foundation of Greater St. Louis is the ideal recipient

    If your client base includes business owners, you probably weren’t surprised by this observation in a recent Wall Street Journal article about the “stealthy wealthy”: “Behind a paycheck, the largest source of income for the 1% highest earners in the U.S. isn’t being a partner … More →

  • Easier than you might think: Moving a donor-advised fund to YouthBridge Community Foundation of Greater St. Louis

    As you advise clients on charitable giving, you’re likely aware of the growing popularity of the donor-advised fund as a flexible, tax-efficient tool for philanthropy. Many families appreciate how donor-advised funds can streamline giving, foster family engagement, and serve as a launchpad for deeper community … More →

  • More questions than answers: Pending tax legislation

    There’s little doubt that you’ve seen extensive news coverage of the so-called “Big Beautiful Bill” (H.R. 1) that passed the House of Representatives by a 215-214 vote on May 22, 2025, and now moves to the Senate, where significant changes are expected before final passage. … More →

  • Philanthropy: It’s a marathon, not a sprint

    As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, even in times of economic uncertainty. Here are three trends to watch as you guide your clients through an unpredictable era … More →

  • A happier alternative? Moving from a private foundation to a donor-advised fund

    The number of private foundations in the United States is nearing 150,000 with combined assets topping $1 trillion, so it’s no wonder that a lot of people immediately think about establishing a private foundation when they begin to explore structuring their charitable giving activities. You’re … More →

  • Charitable remainder trusts: What, where, who, why, when, and how?

    If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even helped clients set them up. For most attorneys, CPAs, and financial advisors, CRTs don’t come along every day. Because a CRT … More →

  • Trust matters: Your clients’ go-to resource for community impact

    As attorneys, CPAs, and financial advisors, you know very well that trust is at the foundation of your relationships with clients. Your clients are seeking a similar level of trust with the people and organizations that are helping carry out their philanthropic wishes.

  • Weighing the options: Private foundation or donor-advised fund?

    When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure. To help you evaluate a client’s options, here are three common myths about the differences between private foundations and donor-advised funds.

  • Tax time blues: Why is this so hard?

    After the holiday glow has finally worn off, your clients may be hit with a sinking realization that it’s time to pull together tax information and start working with their CPAs, financial advisors, and tax attorneys on the filings for last year and start checking in on current-year strategies. 

  • Generational shifts: Fulfilling clients’ charitable wishes

    Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children.

  • Caught by surprise? In case you missed it, here’s what’s going on

    Keeping up with an ever-evolving landscape of tax legislation can be a full-time job! Many attorneys, CPAs, and financial advisors regularly ask YouthBridge Community Foundation to provide a refresher course on the potential tax changes on the horizon in 2025, especially those that might impact … More →

  • “If this, then that”: Scenarios to consider as tax time approaches

    As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. This makes it a great time to cover tax planning strategies for the current year and beyond. To help incorporate charitable giving topics into your … More →