With charitable bequests on the rise, and the possibility that more clients will be subject to Federal estate taxes in the future, many attorneys, accountants, and financial advisors are refreshing their recollections on the requirements of advising and administering taxable estates where one or more charitable organizations are a beneficiary.
As corporate valuations soar, you may be getting more frequent questions from executives at publicly-traded companies about the tax benefits of transactions involving highly-appreciated stock. Proper planning is critical to optimize the tax aspects of a transaction, but no advisor should go it alone.
As you’re developing estate plans for your charitable clients, remember that YouthBridge Community Foundation is happy to help structure a hybrid gift in which a personal component is paired with a charitable component.
In an era of social media and intense polarization of rhetoric, it’s no wonder so many charitable individuals and families choose to give to their favorite causes anonymously. And, bolstered by the Supreme Court’s decision last month in favor of donor privacy this trend is likely to continue.
Our team at YouthBridge Community Foundation stays on top of tax cases, IRS rulings, and legislation that could impact the advice and counsel you provide your clients on matters involving charitable giving. Here are a few current highlights and reminders we recommend you skim. Electronic … More →
According to 2020 statistics released in June 2021 as part of the Giving USA report, Americans’ bequests to charity totaled nearly $42 billion last year.
Imagine that a client sits down at your conference room table and begins the meeting something like this: “I’ve got a prime tract of land I bought for $200,000 just 10 years ago, and now I am sure I could sell it for $2 million because the market is so hot…
Designated funds and field-of-interest funds may not always be top of mind when you are developing philanthropy plans for your clients and their families, but they are extremely valuable tools in certain circumstances.
The Estate Plan Organizer helps you keep track of important documents, financial accounts, contacts and other information that your lawyer, executor or family will need as part of your estate administration.
Monthly Performance, November 2024 Quarterly Performance, Q3
A step-by-step guide to opening a donor-advised fund with us and retaining management of those assets on your platform.
Last but not least, here are three of our favorite tax tips for March.
Whether a nonprofit’s mission calls for office space, warehouse facilities, or something in between, most charitable enterprises need a physical location to serve their constituents.
YouthBridge Community Foundation takes seriously its stewardship responsibility as a manager of many different kinds of donor funds.
For many donors, the importance of a multi-generational family philanthropy plan is high on the radar, especially in the wake of 2020’s eye-opening events.
In his podcast, Gateway Giving, Certified Financial Planner, David Foster interviews non-profit leaders from the greater St. Louis area. For his third episode, he spoke with our own Barbara Carswell, CEO of YouthBridge Community Foundation.
COVID-19 has significantly impacted nonprofit operations across the country and hampered nonprofits’ ability to help their communities during a crisis in which millions of people are in need.
As your clients reboot after a wild 2020, now is a great time to address their charitable giving plans for 2021. COVID-19 has proven to be a marathon, not a sprint.
The odds of Biden’s proposed tax plan becoming law depend on factors that won’t be known until Georgia’s run-off elections on Jan 5, which will decide whether the Democrats or the Republicans will control the US Senate.
Should advisors counsel their clients to implement planning techniques in anticipation of sweeping changes to the tax laws, or instead assume the status quo will continue and stay the course with clients’ current plans?