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.
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.
| 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 |
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.
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 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 |
