Advisor

  • Keep clients informed about stress on the social sector

    Peter Drucker once wrote “Only the social sector, that is, the nongovernmental, nonprofit organization, can create what we now need, communities for citizens.”

  • Investing for Community Impact

    YouthBridge Community Foundation has made the first investments of our 25×25 Impact Investing Initiative, which we expect to total $5-6 million over the next five years.

  • Galas look different, but the tax rules are still sticky

    For many charities that rely on events to achieve annual fundraising goals, the cancellation of 2020’s Met Gala (which raised an estimated $15 million in 2019) came as a blow, signaling that live galas and auctions might not be back anytime soon.

  • Surprising IRS relief for required minimum distributions

    In the CARES Act, passed on March 27, 2020, Congress eliminated this year’s Required Minimum Distributions from IRAs, 401(k)s, and 457(b) and 403(b) plans.

  • Important reminders: QCDs and CLATs

    Our recent communications have highlighted the unique importance of Qualified Charitable Distributions (QCDs) and Charitable Lead Annuity Trusts (CLATs) in today’s market conditions. Given the critical needs facing our community right now, YouthBridge wants to reiterate the value of these two planning tools.

  • Donor-advised funds: Working hard for our community

    Donor-advised funds are a popular charitable giving tool. This is a good time to consider a DAF for your clients.

  • Covid-19: A new tipping point for disaster philanthropy?

    The community foundation provides context and education for your philanthropic clients at all levels of giving and across the full range of charitable interests. The global Covid-19 pandemic in many ways has likely united your clients and other donors in a collective effort to support people in the communities they love.

  • What’s in the CARES Act for philanthropy?

    The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) unlocks $2 trillion in funds for American individuals and businesses impacted by COVID-19. Here’s what the Act includes to help stimulate charitable giving…

  • Four tips for advisors (to address COVID-19)

    There is certainly (and understandably) no shortage of news about COVID-19. We’ve compiled a few of our top tips to help streamline your information-gathering efforts as you assist your clients with charitable priorities…

  • Watch out for compliance pitfalls as clients favor gifts of hard-to-value assets

    If volatile market conditions persist, gifts of hard-to-value assets may become popular substitutes for appreciated stock gifts.

  • Charitable planning is a must prior to sale of a business

    Before your business-owner client starts putting out feelers to potential acquirers, be sure to counsel your client about the benefits of contributing an ownership interest to a charitable organization, especially to a flexible donor-advised fund at the community foundation.

  • So long, stretch IRA

    Among the changes enacted by the SECURE Act, which became law on December 20, 2019, is a provision eliminating the so-called stretch IRA.

  • Special opportunity for a higher charitable deduction

    Don’t miss out on the opportunity to inform your clients about a special provision in the Taxpayer Certainty and Disaster Tax Relief Act.

  • Philanthropy in the News

    #GivingTuesday continues to grow in popularity. 2019 marked the eighth annual event, raising an estimated $511 million online.

  • Tax Savvy

    As you counsel your nonprofit organization clients and individual clients who are board members of charities, it is important to stay on top of changes in the tax laws that pertain to exempt organizations.

  • Bridging the Gap Between Donor and Nonprofits

    YouthBridge Community Foundation featured in the December issue of Chesterfield Lifestyle Magazine.   Download Article

  • Greater St. Louis Financial Symposium 2019

    YouthBridge was a proud sponsor of the Greater St. Louis Financial Symposium on April 25, 2019. The conference brought together a quality mix of financial professionals who shared “too many good ideas to list”.

  • Tax Tip: Maximize Deductions with “Bunching”

    If your annual giving is typically less than the standard deduction set out in last year’s Tax Cuts and Jobs Act, consider “bunching” the amount you would give over two years into one larger gift this year and make that gift to a donor-advised fund.

  • Business Succession & Exit Planning

    You own your own business — wonderful! But what will happen when it’s time to retire? Do you plan to sell? Hope your children will carry on the family business?

  • Charitable Conversations in Estate Planning

    When planning financial affairs, most people are primarily interested in how they can improve their quality of life. They want to be able to live comfortably, to take care of their family, and to “make a difference.”

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