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 Chartered Advisor in Philanthropy (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.
The cohort will meet in person beginning in May through mid-December. Applications for the 2023 CAP® Study Group are due Wednesday, March 8, 2023.
| More Information | Class Schedule | Apply Today |
GCF hosts several events for networking each year where you can socialize with colleagues across professional disciplines.
This professional development opportunity includes complimentary lunch and continuing education credits.
| Date | Topic |
|---|---|
| March 21 | Giving Income Tax Considerations in Estate Planning the Respect they Deserve |
| May 23 | Beyond Boilerplate - Designing and Administering Special Purpose Trusts |
| June 20 | When Doing What's "Right" Might Be Wrong |
| August 22 | Estate Planning Solutions for the Disabled and Those Who May Be Approaching Disability |
| September 19 | Gift and Estate Tax Black Holes |
| October 24 | Directed Trusts - Slicing and Dicing Duties, Risks and Potential Liabilities |
Foundation Advisory Network (FAN)
FAN serves as a volunteer advisory committee for our work with professional advisors.
| Robert E. Brant Robert W. Buechner Christine A. Buttress Aaron Byrd Michael W. Clark, CPA Lucas Hail Jennifer T. Leonard | William M. McCarthy William L. Montague Nicole Redus Courtney Reitman-Deinlein Jacob Samad Kenneth L. Schlachter, CFA Jami Vallandingham |
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.
2022 - R. Daniel Fales, Clark Schaefer Hackett
2021 - Terry Horan, HORAN
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.
| Jeff Aylor 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 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 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
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