Philanthropic Insights
Avoid Clients Leaving Charitable Dollars on the Table
Greater Cincinnati Foundation (GCF) is the region’s leading community foundation, bringing together people who care about a diverse range of causes and have a shared goal: to create a stronger, more vibrant community now and in the future in the tri-state region. If you’re a professional advisor, GCF can partner…
Tips for starting a charitable giving conversation
Whether the matter at hand is tax planning, updating wills and trusts, or structuring retirement portfolios, the mix of money, family and mortality is a potent combination that almost always creates an emotionally charged planning environment. Advisors can occasionally feel reluctant to bring up charitable giving during client meetings, even…
Event Tickets: Beware of the Split
As community events start ramping up this fall and your clients attend fundraising events for their favorite charities, it is important to be clear on IRS rules for giving to events through donor advised funds (DAFs). Your client may ask: “We wanted to buy a table at the fall gala…
Have You Talked to Your Clients About Donor Advised Funds?
Greater Cincinnati Foundation (GCF) brings together generous people, nonprofits and partners with the goal of creating a vibrant and opportunity-rich Greater Cincinnati. If you’re a professional advisor, GCF can partner with you to enhance the service and overall value you provide – helping your clients reach their philanthropic goals while…