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News related to: Professional Advisors

Catch up

Professional Advisors

How “catch-up” contributions can boost clients’ giving

How to help a client plan ahead to maximize a bequest of retirement fund assets and increased giving during the client’s lifetime


Professional Advisors

Bridging the gaps in multi-generational family philanthropy

Ways in which YVCF can support the entire family's giving goals

Toss up

Professional Advisors

Gifts of cash or stock: Is it a toss up?

Smart giving strategies for 2023

Filing taxes receipts

Professional Advisors

It’s not too early for spring cleaning: Make this the year to help clients get organized 

If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this may be a good time to take proactive steps to avoid being in this same spot next year.

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