Let's Work Together

We are here for you. In addition to providing charitable solutions for your clients, we bring professional advisors together to learn and share ideas to grow their practice.

The GCF Advantage for Your Clients

When your client has a fund at GCF, benefits include:

  • community perspective - GCF deeply understands our region's greatest needs and can share that information with your client
  • connection with other charitable-minded individuals in our community.
  • flexible tax-saving tools that are unique to their individual needs.
  • a philanthropic advisor who is available to help your client create a customized plan to leverage their giving and to leave a lasting legacy.
  • and more…

Connect


Michele Carey, CAP® 
Director of Professional
Advisor Relations
513-768-6171
michele.carey@gcfdn.org

Growing in Your Field

GCF offers several opportunities for professional advisors, including attorneys, accountants, financial planners and wealth managers, to grow professionally including:

  • The GCF Chartered Advisor in Philanthropy® Study Group. The CAP® designation demonstrates an advisor's commitment to provide a higher level of service and knowledge to help clients articulate and advance their highest aspirations for self, family and society. GCF offers CAP® Study Groups each year to help advisors achieve this goal as part of an annual cohort that learns together during the year, with the opportunity to participate in (re)CAP, the GCF CAP alumni group. More information below.
  • Networking Opportunities. GCF hosts several events for networking each year where you can socialize with colleagues across professional disciplines.
  • Cannon Financial Institute's Estate Planning Teleconference Series: Co-hosted by Greater Cincinnati Foundation and Key Bank N.A., this professional development opportunity includes complimentary lunch and continuing education credits. More information below.
Cannon Financial Institute's Estate Planning Teleconference: 2021 Series Details

Dates
June 22
July 27
August 4
September 21
October 26
November 16

Time
12:30 - 1:00 p.m. | Lunch and networking*
1:00 - 2:00 p.m. | Teleconference
2:00 - 2:30 p.m. | Optional Q&A

Location*
Greater Cincinnati Foundation
720 E. Pete Rose Way, Suite 120
Cincinnati, OH 45202

Free parking is available in the Sawyer Point Building parking lot

*Dependent on pandemic restrictions.

Foundation Advisory Network (FAN)

FAN serves as a volunteer advisory committee for our work with professional advisors. 

Meet Our FAN Members

Robert E. Brant
Katz Teller

Robert W. Buechner
Buechner, Haffer, Meyers & Koenig

Christine A. Buttress
Graydon 

Aaron Byrd
Frost Brown Todd 

Michael W. Clark, CPA
Cassady Schiller CPA & Advisors

Lucas Hail
Foster & Motley 

Jennifer T Leonard
Leonard Law P.S.C.

P. Trent Lucas
Legacy Financial Advisors

William F. Lyon
The Lyon Group, LLC

William M. McCarthy
FTB Financial Services/UBS

William L. Montague
Retired, Frost Brown Todd LLC

T. Stephen Phillips

Porter Wright Morris & Arthur

Nicole Redus
Ascension Wealth Management 

Courtney Reitman-Deinlein
Deloitte

Mary L. Rust

Taft

Kenneth L. Schlachter, CFA

Bartlett & Co.

Jami Vallandingham

VonLehman & Company

 

Bridge Builder Awards

In 2009, GCF created the Bridge Builder Award, to be given annually to a professional advisor who has provided exceptional service to their clients, and is recognized as a community champion and charitable giving ambassador. 

Meet Our Past Honorees

2019 - Bartlett Wealth Management

2018 - Mary Rust, Taft/

2017 - Denice Hertlein 

2016 - David W. Ellis III, UBS Financial Services

2015 - Patricia D. Laub, Frost Brown Todd LLC

2014 - Foster & Motley, Inc.

2013 - FTB Financial Services

2012 - John Lame, Lenox Wealth Management

2011 - William Montague, Frost Brown Todd LLC

2010 - Christine A. Buttress, Graydon Head

2009 - Bob Brant, Katz, Teller, Brant, & Hild

             Paul Sittenfeld, Robert W. Baird & Co.

Meet Our Ambassadors

We gratefully acknowledge the following professional advisors who contribute to the good of our community by introducing their clients to GCF.

Meet Our Partners

Jeff Aylor

William Bahl

Scott Barbee

Bruce Berno

Joel Brant

Robert E. Brant

Thomas J. Breed

Jay Brinker

Diane B. Brunn

Robert Buechner

Robert Bult

Molly Buquo

Anne Burney

Christopher Bush

Chirstine Buttress

J. Aaron Byrd

Catherine Cannon

Dennis M. Carson

Scott Cengia

Michael Clark

Amy A. Commins

Stephen Dallas

Jeffrey E. Daniher

David DeVita

Allison Doll

Kelley Downing

Tim Dumont

Alan Eichner

David W. Ellis III

Sharon Elliston

Janie Evans

David A. Foster

Tim Foster

Jan M. Frankel

Jenny Franta

Thomas M. Gaier

Kathleen Galligan

Scott E. Grosser

Scott Gruner

Lucas P. Hail

Joel Handorf

Daniel Hass

Jeremy Haydon

Mary J. Healy

Denice Hertlein

Daniel J. Hoffheimer

Jon Hoffheimer

Tricia M. Johnson

Casey Jones

Howard Kaplan

Bill Keating, Jr.

Fred Keith

William Kelleher

Chris Kiley

Emerson T. Knowles

Margaret G. Kubicki

Tom Lalley

John Lame

Jay Lange

Patricia Laub

Sheryl M. Linne

Scott Litwin

Tony Luckhardt

Keith Lum

Crofford Macklin

Whitney B. Maxon

William McCarthy

Bernie McKay

Kyle McLaughlin

Anne Lame Megerle

Donald Mendelsohn

Douglas A. Meyer

Michael Miller

William L. Montague

Mark Motley

Valerie Newell

Chelsea Nichols

David Nienaber

Claire Parish

Mark Patterson

Alexandra Ollinger

David Osborn

Mary Ann Pietromonaco

Nick Puncer

Thomas M. Regan

Michael J. Riley 

Joseph P. Rouse

Thomas J. Ruberg

Mary Rust

Vincent Salinas

David Singer

Paul Sittenfeld

Paul Staubach

Donna Sterwerf

Johnathan Thornberry

Daniel L. Torbeck

Robert F. Uhrig

Courtney M. Weber

H. Patrick Weber

John Whedon

David Wilder

Luke Wiley

Kelly L. Wittich

Deren Worell

Brad Zapp

My wife and I make grants to our favorite nonprofits locally and nationally from our donor advised fund at GCF. The bonus is that the fund's fees support all the great work GCF is doing in our community. It's a win-win that makes us feel twice as good about charitable giving.
Dave Foster, Co-Founder, Foster & Motley