Professional Advisors - Yakima Valley Community Foundation

News related to: Professional Advisors

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

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

Navigating Multi-Generational 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

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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