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 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.
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.
June 21 - To Whom and When Does an Estate Planner Owe Duties?
The technical intricacies of estate planning are tough enough, but the challenge becomes still more intimidating when the identity of the person(s) to whom the planner owes legal and ethics-based duties is unclear and when the period during which such duties are owed is amorphous. Even the most honorable estate planning professional, if not sensitive to these issues, can find him or herself confronting a very difficult dilemma. In this teleconference, we will tackle the following serious issues:
July 26 - Post-Motem Planning and Strategies
Planning and maneuvering to reduce or eliminate taxes aren’t just for the living. Numerous opportunities exist to minimize taxes relating to the transmission of an individual’s property even after he or she has died. A fiduciary (or the fiduciary’s advisors) must have comprehensive knowledge of the applicable tax laws and must be vigilant not to miss any deadlines for taking action. Among the many possible steps to consider, which will be examined in this teleconference, include the following:
August 23 - Compounding Complications in Charitable Giving
Outside the context of outright gifts of cash to a public charity, charitable giving can be complicated. Familiar examples of charitable giving techniques that can present challenges include charitable gift annuities, split-interest charitable trusts, farm or residence remainder interest gifts, gifts of equity in a closely-held entity and IRA charitable rollovers. This teleconference will go beyond those familiar examples and explore additional areas that can be traps for the unwary, including:
September 20 - Mechanics and Strategies for Resolving Trust Disputes
A poorly conceived or sloppily designed estate plan can actually cause more problems than it solves. Fortunately, under the laws of most jurisdictions, various judicial and non-judicial options exist with which to remedy estate planning problems after-the-fact. A well-rounded estate planner not only needs to know how to create a high-quality estate plan that addresses a client’s needs but also should be facile with available methods to repair broken estate plans. This teleconference will focus on the following:
October 25 - Legitimate and Effective Asset Protection Planning
Asset protection planning is important to an increasingly broad range of clients – both for themselves and for their children. Creditors seem to be more aggressive these days, and more clients are becoming conscious of their potential to wake up one day in a vulnerable financial situation. Estate planners should offer their clients the opportunity to discuss, early in the estate planning process, the advantages of and available techniques by which to secure at least some measure of asset protection. This teleconference will focus on the following:
November 15 - Qualified Retirement Plan and IRAs - What You Can and Can't Do
Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is yet another unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order to maximize income tax-deferred investment return – while preserving as much dispositive flexibility as possible. This quest is often elusive. We will address in this teleconference the following critical components of this estate planning
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
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.
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
Bill Keating, Jr.
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