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

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.

Professional Advisors

Celebrating the new Legacy IRA and a boost for QCDs

What you need to know about the Consolidated Appropriations Act passed into law late 2022 and how it impacts charitable giving opportunities.

Professional Advisors

Five of 2022’s most-asked questions about Qualified Charitable Distributions

Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool. At the same time, QCDs are growing as the source of more and more confusion. Click here for answers to the questions we’ve been asked most frequently this year by both advisors and donors. Be on the lookout for these and other client questions, and please do not hesitate to reach out to the community foundation for assistance.

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