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…
Michele Carey, CAP®
Director of Professional
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.
|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
Michael W. Clark, CPA
Jennifer T. Leonard
William M. McCarthy
William L. Montague
Kenneth L. Schlachter, CFA
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.
Robert E. Brant
Thomas J. Breed
Diane B. Brunn
J. Aaron Byrd
Dennis M. Carson
Amy A. Commins
Jeffrey E. Daniher
David W. Ellis III
David A. Foster
Jan M. Frankel
Thomas M. Gaier
Scott E. Grosser
Lucas P. Hail
Mary J. Healy
Daniel J. Hoffheimer
Tricia M. Johnson
Emerson T. Knowles
Margaret G. Kubicki
Sheryl M. Linne
Whitney B. Maxon
Anne Lame Megerle
Douglas A. Meyer
William L. Montague
Mary Ann Pietromonaco
Thomas M. Regan
Michael J. Riley
Joseph P. Rouse
Thomas J. Ruberg
Daniel L. Torbeck
Robert F. Uhrig
Courtney M. Weber
H. Patrick Weber
Kelly L. Wittich