Professional Advisors - Yakima Valley Community Foundation

News related to: Professional Advisors

Welcome to the YVCF Professional Advisors blog—dedicated to providing expert insights for financial, legal, and philanthropic advisors who seek to guide their clients in making the most meaningful charitable impact. As trusted partners in your clients' charitable giving, we understand that you require the latest knowledge on tax advantages, charitable planning tools, and effective grantmaking strategies. This blog is designed to help you stay ahead of emerging trends in philanthropy, offering you the tools and knowledge to enhance your practice while helping your clients achieve their charitable goals. We provide in-depth articles, and actionable advice to ensure that your clients' giving strategies are not only effective but also aligned with their values. Whether you're a seasoned professional or new to the field of charitable advising, we’re here to support your work in creating lasting legacies and impactful charitable giving.

Professional Advisors

OBBB Philanthropy & Tax Implications

For funders, nonprofits and professional advisors - what to plan for from the OBBB

Professional Advisors

Charitable mindset: What are clients thinking?

Knowing what clients may be thinking related to charitable giving can help you address the philanthropic components of a client’s estate and financial plan

Professional Advisors

Weighing the options: Private foundation or donor-advised fund?

Deciding whether a private foundation or a donor-advised fund is the best vehicle for your client can be challenging, especially if the client walks in the door with preconceived notions. A donor-advised fund at the community foundation may be more flexible and effective than you assume and often is the ideal tool to achieve clients’ tax and charitable giving goals.

Professional Advisors

FAQs: A snapshot of clients’ tax-time charitable giving questions

Revisiting the basic tax principles related to charitable giving

1 2 3