Newsletter

  • September 2023

    IFM Overcomes Healthcare Barriers • St. Louis Community Credit Union Emphasizes “Community” • Inner Workings of Philanthropy • Leadership Opportunity for High School Students • Progress 64 Scholarship • New Grant Partnership • Smart disaster giving can offer predictability to the unpredictable • Keep your eye on clients’ appreciated stock–always • For clients who may sell a business

  • June 2023

    Saint Louis Story Stitchers • Cultural Leadership • YouthBridge distributes 500 suitcases to Children’s nonprofits • YouthBridge welcomes new Board members Elizabeth Houlihan and Tom Goldberg • New Grant Partnership • Summer topics worth watching • Bridging the gaps in multi-generational family philanthropy • Gifts of cash or stock: Is it a toss up?

  • May 2023

    Endowment Fundholders Christian Family Services • YEP STL! Grantee Special Education Foundation • YouthBridge Annual Report 2022 • 2023 YEP STL! Grants Awarded • Estate Planning Council Annual Golf Outing and Dinner • Retirement plans to charity: Understanding the “trifecta” of tax benefits • Should clients worry about … More →

  • February 2023

    Pet Clinic Envisions ‘No Needless Kill Community’ • East Side Aligned • Family Business Speaker Series • Client conversations: Why your 2023 agenda must include charitable giving It’s not too early for spring cleaning: Make this the year to help clients get organized • In case you missed it: Three tax tips worth smiling about

  • January 2023

    Healing Action – a Gateway from Exploitation to Empowerment • Four New Capacity Building Grants Announced • YouthBridge announces 2023 grant programs • Celebrating the new Legacy IRA and a boost for QCDs • Why charitable gift annuities are having a moment • Why it’s smart to talk with your clients about charitable giving

  • January 2023

    Healing Action – a Gateway from Exploitation to Empowerment • Four New Capacity Building Grants Announced • 2023 grant programs • Happy Hour • Celebrating the new Legacy IRA and a boost for QCDs • Why charitable gift annuities are having a moment • Why it’s smart to talk with your clients about charitable giving

  • December 2022

    Nine PBS: ‘Programs Should Represent All Kids’ • Spotlight on Heritage Grantee Sherwood Forest • Holiday Giving Cards • YEP STL! grant applications due December 15 • Reminder for Donor-Advised Fundholders • IRA Charitable Rollover for 2022 • Charitable tax planning reminders • 5 most-asked questions about QCDs • NFTs connecting makers, investors and donors with causes they love

  • November 2022

    When Dog and Man Rescue Each Other • PreventEd • Support Families and School Communities • Think Big For Kids Grant Announcement • Grant opportunity for youth-focused NPOs • Business Gift Solution •  Handy tools in a bear market • GivingTuesday • Avoiding valuation pitfalls

  • August 2022

    Parkway Alumni Association • YouthBridge Continues Impact Investing • Nominate a Business • Happy Hour • Reminding clients about wills, trusts, and charitable bequests • Summer legislative updates • Farms, tax planning, and funding a family legacy

  • July 2022

    Caritas Fostering Loving Care for Every Child • YouthBridge Welcomes Tom Gatti to Board of Directors • Bunching, long-term appreciated assets, and helping younger clients • QCD eligibility, and public support  • QCD enhancements

  • June 2022

    YEP! STL Recognized for Innovation in Philanthropy • First Capacity Building Grants Awarded • Endowment Training Series • Playbook: Helping clients organize their giving through a donor-advised fund • Finding the good, giving as a wealth strategy, and an open invitation

  • April 2022

    Crisis Nursery, Always There • Stray Rescue of St. Louis • Advisor Happy Hour • St. Louis Financial Planning Symposium • Cash crunch: Gifting non-income producing assets • A mixed bag: Budget legislation • Thumbs up: SECURE Act 2.0

  • March 2022

    YouthBridge Connections: Girl Scouts of Eastern Missouri • Merger Creates Continuum of Support for Those with Developmental Disabilities • 2022 Innovation in Philanthropy Award • Advisor Happy Hour • Winds of change and headwinds: Legislation and inflation • Crypto and CRTs: Buried treasure, or hidden pitfalls? • Closely-held business interests

  • February 2022

    WEPOWER Thinking Bigger for Kids • Jefferson County Library • Nonprofit Merger Announcement • Creativity–and caution–are critical in the digital age • Big gifts are getting bigger • Tax reform and what it means for charitable giving strategies

  • January 2022

    Bringing to Light the Darkness of Human Trafficking • YouthBridge Connections: College Bound • YouthBridge announces 2022 grant programs • Giving hard-to-value assets: It’s not just for real estate anymore • Philanthropy and the family business: Ripe for great questions • Transfer of wealth: Following the money

  • November 2021

    Veterans Find the Lives They Deserve Through FOCUS • St. Louis Area Diaper Bank Making a Basic Need More Accessible • Holiday Gifts for Employees, Clients, Family & Friends • What’s off the table and what’s still in play • The buzzword is “billionaire” • Year-end giving

  • October 2021

    Spreading Love and Hope in the Lou • Training Camp Takes Fear out of Fundraising • YouthBridge proud to sponsor 2021 Family Business Awards • Trends that inform what your clients are thinking •Recent IRS actions illuminating charitable tax planning pitfalls • Pending legislation that could impact charitable giving strategies • Notice for Professional Advisors

  • Photo: Believe #6 opening, Levi Matthews

    September 2021

    ‘Change Happens When You Believe,’ Says Julius Anthony • North Side Community School – a Community of Support  • 2021 Heritage Grant Announcements • Proposed legislation: What’s in it for giving? • Gifts of S Corp stock to charity • Gifts of life insurance to charities • Advisors’ fiduciary obligations

  • December 2021

    Lift For Life Academy Empowers, Uplifts & Educates • Annie’s Hope: ‘Grief is Normal, Natural’ • Standing Strong across St. Louis and St. Charles • Professional Advisor Happy Hour on Jan. 20 • YEP STL! is now accepting grant applications • The ever-popular, handy-dandy, year-end charitable giving checklist • Helping families stay connected across the miles and generations • What’s up with DAF’s?

  • August 2021

    IFM Community Medicine Bringing Healthcare Where it is Needed • ‘Green is Good for Us,’ Says Green Building Council • YEP STL! Now Accepting Student Applications • Recovery + Resilience Grantee Announcements • Professional Advisor’s Corner