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
Professional Advisors
Gifts of cash or stock: Is it a toss up?
Smart giving strategies for 2023
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.
