Five pointers for gifts of life insurance to charities
“Incidents of ownership” are three powerful words in estate planning where life insurance is concerned.
Advisors’ fiduciary obligations can get personal
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.
“Insider giving” and seats at the table: A team approach is essential to crafting an effective philanthropy plan
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.
Outside the box: Legacy combinations you might overlook
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.
Donor privacy: Ongoing concern for a common client priority
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.
An eye on the law: Recent updates and rulings
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 →
Planned giving starts now: Tips and talking points for lifetime charitable gifts
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.
Case study: How to spot a prime CRT opportunity
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…
IRAs, field-of-interest funds, and designated funds: Don’t overlook these powerful tools
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.
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Estate Plan Organizer
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.
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How to open a DAF for your client
A step-by-step guide to opening a donor-advised fund with us and retaining management of those assets on your platform.
Tax tips: Qualified appraisals, 2020 tax changes, and holiday parties (not)
Last but not least, here are three of our favorite tax tips for March.
Unlocking the power of clients’ real estate: Why the bargain sale is a must-have in your charitable planning toolkit
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.
Advisor Guidelines
YouthBridge Community Foundation takes seriously its stewardship responsibility as a manager of many different kinds of donor funds.
Beyond the tax deductions: Selecting a vehicle to celebrate and support a family’s culture of philanthropy
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.
Gateway Giving Podcast
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.
Keeping our community strong: Your role is critical
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.
A treat to boost 2021: Congress extends charitable giving incentives
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.
Advice to advisors: Seek clarity about clients’ commitment to community
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.
Taking chances: Will hindsight point to 2020 as the year to maximize giving?
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?