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
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
Revisiting the basic tax principles related to charitable giving
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
