Canonical URL: https://giftcard.news/company/umb/

---
description: News mentioning UMB, with the latest coverage from Gift Card News.
title: UMB News | Gift Card News
image: https://giftcard.news/images/social/v1/publication.jpg
---

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# UMB

News mentioning UMB, with the latest coverage from Gift Card News.

[Research & Trends](https://giftcard.news/research-trends/) News 

## [UMB outlines wealth-transfer considerations for women receiving gifts or inheritances](https://giftcard.news/research-trends/women-take-charge-of-finances-with-wealth-transfer-guidance-5ff0bfa87eee/)

UMB's commentary covers understanding transferred assets, choosing advisers, reviewing plans and communicating intentions to beneficiaries.

[Emma Carter](https://giftcard.news/author/emma-carter/) August 17, 2026 1 min 

[Research & Trends](https://giftcard.news/research-trends/) News 

## [UMB Outlines Family Gift and Loan Planning Across Generations](https://giftcard.news/research-trends/umb-guidance-on-financially-supporting-multiple-generations-with-gift-pl-c5426ca64c7b/)

UMB’s family finance guidance distinguishes gifts from loans and sets out how households can discuss support for children and older relatives.

[Oliver Reed](https://giftcard.news/author/oliver-reed/) June 30, 2026 2 min 

[Research & Trends](https://giftcard.news/research-trends/) News 

## [UMB Institutional Custody Reaches $239 Billion as Client Base Diversifies](https://giftcard.news/research-trends/umb-bank-executive-discusses-growth-of-custody-business-and-trends-in-in-6c79a11f0504/)

UMB’s Amy Small describes custody growth, liquidity services and demand from alternative funds, governments and insurers, using year-end 2025 asset figures.

[Maya Bennett](https://giftcard.news/author/maya-bennett/) April 15, 2026 2 min 

[Research & Trends](https://giftcard.news/research-trends/) News 

## [UMB Bank Maps Retirement, Family and Legacy Planning Across Life Stages](https://giftcard.news/research-trends/umb-financial-corporation-offers-gift-planning-guidance-as-part-of-finan-61046344e400/)

UMB’s financial planning guide connects changing household commitments with savings, insurance, retirement income and legacy gifting.

[Emma Carter](https://giftcard.news/author/emma-carter/) March 17, 2026 2 min 

[Research & Trends](https://giftcard.news/research-trends/) News 

## [UMB’s 2025 retirement checklist covers annual gifts and year-end planning](https://giftcard.news/research-trends/umb-recommends-10-year-end-financial-planning-considerations-for-retiree-0382f215e4f8/)

UMB’s December 2025 guide brings annual gifts, charitable donations, retirement accounts and estate planning into a year-end financial review.

[Emma Carter](https://giftcard.news/author/emma-carter/) December 12, 2025 2 min 

[Research & Trends](https://giftcard.news/research-trends/) News 

## [UMB outlines family budgeting, savings and gifts when preparing for a baby](https://giftcard.news/research-trends/umb-guide-provides-tips-on-financially-preparing-for-a-baby-1d2e9e001cc6/)

UMB’s November 2025 guide covers medical bills, childcare, baby supplies, savings accounts and financial documents for new parents.

[Oliver Reed](https://giftcard.news/author/oliver-reed/) November 18, 2025 2 min 

[Research & Trends](https://giftcard.news/research-trends/) News 

## [UMB highlights gift exchanges, shipping and travel in holiday budgets](https://giftcard.news/research-trends/umb-bank-highlights-hidden-holiday-costs-to-watch-for-431abae644fb/)

UMB’s November 2025 holiday guide covers expenses beyond presents, including workplace gifts, deliveries, events and travel incidentals.

[Oliver Reed](https://giftcard.news/author/oliver-reed/) November 12, 2025 2 min 

[Research & Trends](https://giftcard.news/research-trends/) News 

## [UMB outlines holiday charitable gifting through planned and pooled donations](https://giftcard.news/research-trends/umb-provides-guidance-on-planning-for-charitable-giving-during-the-holid-24f62faddf3a/)

UMB’s charitable giving guidance combines a household donation budget, group contributions and recurring support for selected nonprofits.

[Maya Bennett](https://giftcard.news/author/maya-bennett/) October 28, 2025 1 min 

[Research & Trends](https://giftcard.news/research-trends/) News 

## [UMB reviews business planning implications of the 2025 tax law](https://giftcard.news/research-trends/one-big-beautiful-bill-act-impacts-businesses-and-individuals-with-tax-c-54eef807c9f4/)

UMB’s September 2025 overview connects gift and estate tax changes with business succession, expense planning and regular financial reviews.

[Emma Carter](https://giftcard.news/author/emma-carter/) September 15, 2025 1 min

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