Advisor

  • What’s bubbling up: Need-to-know updates on the proposed donor-advised fund regulations

    YouthBridge Community Foundation of Greater St. Louis is committed to providing timely updates on legal and policy developments to help you and other professionals who advise philanthropic clients stay on top of best practices in charitable planning. In that spirit, donor-advised funds and the rules … More →

  • Celebrate variety: Many assets make great gifts to charity

    When your client is getting ready to make a contribution to a fund at YouthBridge Community Foundation of Greater St. Louis or other charity, remind them not to automatically reach for the checkbook! Here are other (and typically more tax-savvy) options to consider. Marketable securities … More →

  • What’s caught our attention

    Charitable giving in an election year While charitable giving historically has been resilient in the midst of elections, it’s worth bearing in mind that some sources predict that political donations will eat into your clients’ budgets for charitable gifts. As you talk with clients about their philanthropy plans … More →

  • Gifts of appreciated stock: Let the numbers do the talking

    No matter how frequently you remind clients to pause before they automatically reach for the checkbook to make their charitable gifts, many clients still give cash! As an attorney, accountant, or financial advisor, you are well aware that giving long-term appreciated assets is often one … More →

  • “Shell funds” and other handy tools for charitable clients who are planning ahead

    Getting a jump on a future “to do” list is always such a good feeling. The team at YouthBridge can help you with your clients’ long-term charitable giving plans by putting in place the structures to receive bequests decades from now. Consider a case where … More →

  • Charitable planning for wealthy clients: In the spotlight

    As you read up on techniques to structure philanthropy plans for your high-net worth clients, we recommend reviewing the potential impact of the estate tax exemption sunset, as well as making sure you’re one of just half of advisors who are truly helping their clients with charitable … More →

  • 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.

  • 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.  

  • Donor-advised funds: Recommended reading

    On an ongoing basis, the team at YouthBridge Community Foundation tracks legislation, legal developments, trends, news, and innovative strategies for all types of charitable giving so that we can keep fund holders and their advisors up to date. 

  • Tips for serving clients who love local

    Your charitably-minded clients certainly have no shortage of options for their philanthropic dollars. Many clients use their donor-advised funds, for example, at YouthBridge Community Foundation to support favorite charities across the country, including alma maters, organizations in the communities where they’ve lived in the past … More →

  • FAQs: A snapshot of clients’ tax-time charitable giving questions

    The year is in full swing. Attorneys, accountants, and financial advisors are asking clients to start gathering tax documents and related paperwork for 2023 tax returns and 2024 planning.

  • Use caution when advising clients about donating works of art

    Your clients who own highly-appreciated works of art certainly can consider making gifts of this property to a charity. Use caution, though, when helping clients structure gifts of artwork.

  • Big gifts, bullish portfolios, and kids who move away

    If you’re not talking about charitable giving with your high net-worth clients, 2024 is the year to start doing it! Recent studies show that 85.1% of affluent households give to charity. Certainly many of your clients are among them. Take a few minutes this month to scan your client list for three common scenarios and related opportunities for charitable giving solutions.

  • Unrestricted giving, the trust factor, and why it matters to your clients

    The gifts Americans give to charity every year provide critical support for more than a million organizations that are helping sustain the quality of life in our communities. Philanthropy equates to 2% of GDP–that’s a little more than the home health care services sector! And, trust is growing as a must-have prerequisite before your clients decide to give to an organization, increasing from 63.9% to 69.9% between December 2021 and December 2022.

  • Tax law twists and turns: Five developments impacting charitable giving

    2023 was a busy year! We understand that charitable giving topics may not always be at the top of your reading list. That’s why we’re here! The team at YouthBridge Community Foundation is committed to keeping you up-to-date on what you need to know. Here’s a recap of five key developments last year that are most certainly worth keeping an eye on in 2024.

  • By the numbers: What’s around the corner in 2024

    Here are a few pointers to keep handy as you inform your clients about changes for 2024 and also help them tee up their charitable giving plans for the coming year.

  • Philanthropy keeps your clients sticky

    Regardless of your business or industry, retaining your clients or customers is a key to success. And as the saying goes, it’s easier and less costly to retain or get more work from a current client than it is to find a new client. 

  • Charitable giving tips for clients’ golden years

    The rising popularity of the Qualified Charitable Deduction appears to be inspiring an increasing number of retirees to re-evaluate their charitable giving plans. Before the clock winds down on 2023 giving opportunities, be sure you’re familiar with the various charitable giving techniques that are most appealing to retirees and the various ways YouthBridge Community Foundation can help.

  • Philanthropy tips and trends

    Many eyes are on the Charitable Act, which, if passed, would allow for deductible charitable contributions that exceed the standard deduction. The Charitable Act proposes to restore the pandemic-era “universal charitable deduction” and raise the cap from $300 for individuals ($600 for joint filers) to approximately $4,600 for individuals ($9,200 for joint filers). 

  • Tips for clients’ year-end giving

    Year-end giving makes up a significant portion of total revenue for most charitable organizations. Research even shows that a whopping 25% of online giving occurs in December! What this means is that there’s a pretty good chance your clients are already considering end-of-year gifts to support causes they care about, are being asked by at least one nonprofit for an end-of-year gift, or both.