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News related to: Professional Advisors

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Professional Advisors

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

Revisiting the basic tax principles related to charitable giving

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

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