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?
Clients Beware: Bad Apples and Red Flags
With GivingTuesday right around the corner, and wildfire relief efforts still going strong, many of your clients are likely to make an “in the moment” decision to give to a charity. That’s terrific, and you’ll be doing them a big favor if you offer a gentle reminder that, unfortunately, there are a few bad actors in every industry–even in philanthropy.
The Power of Planning: Bundling, Bunching, and Bequests
The significant community needs arising from the events of 2020, coupled with recent tax law changes, make it very important that you help your clients plan their charitable giving strategies.
Gifts in Kind: Take Note of New Accounting Rules
Gifts in kind have played an important role in pandemic relief efforts, with more than $200 million worth of goods already contributed to help those affected by COVID-19.
The CARES Act and Community: Three 2020 Upsides
The CARES Act created important opportunities for your clients to increase their giving to charitable causes.
An eye toward year-end tax planning
2020’s stock market has been a rollercoaster, but as you guide your clients into year-end, don’t forget the powerful benefits of giving appreciated securities to a donor-advised fund at the community foundation.
Corporate giving programs: Opportunity in the COVID era
More than 80% of large company executives believe for-profit companies have a responsibility to play a role in resolving social issues
Elections and giving: Tips for advising your clients
Individuals who are passionate about community causes are frequently also passionate advocates for candidates running for public office.
Weeding out taxpayers who abuse conservation tools
As environmental consciousness continues to rise, so does the subject of conservation easements as a tax-savvy charitable giving tool.
IRS speaks out on cybersecurity
According to the American Bar Association’s 2019 Legal Tech Report, 26% of law firms experienced some type of security breach in 2018.