
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
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
Ways in which YVCF can support the entire family's giving goals
Professional Advisors
Smart giving strategies for 2023
Professional Advisors
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.