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Instilling philanthropic values in children and grandchildren may sound simple, but where do you begin? More and more, wealth advisors are being asked by their clients to weigh in on strategies for fostering a family’s financial values, which frequently include charitable giving traditions.  An important first step in creating any…

As you begin to ask your clients to pull together their receipts and other documents for 2022 tax filings, this may be a good time to take proactive steps to avoid being in this same spot next year. When it comes to charitable giving, your clients may find that organizing…

“Life’s situations will either be a lesson or a blessing. Stay committed to growth, learning, and change. Make the most out of every opportunity.” – Donisha Collis Donisha Collis, Greater Cincinnati Foundation’s Director, Talent and Culture, is a Cincinnati native and received her Master’s Degree in Business Administration from Northern…

Funded by Greater Cincinnati Foundation & United Way of Greater Cincinnati’s COVID-19 Regional Response Fund. The coronavirus pandemic has taken a toll on the mental health of persons with epilepsy and their families. The National Institutes of Health reports that 1 in 26 will develop seizures in their lifetime. Due…

Funded by Greater Cincinnati Foundation & United Way of Greater Cincinnati’s COVID-19 Regional Response Fund. The Family Independence Initiative (FII) is an innovative, nationally-recognized model for investing directly in the initiative and strength of low-income families working toward economic mobility. In 2017, Greater Cincinnati Foundation (GCF), together with its generous…

Since Chairman Bob Coughlin founded Paycor in 1990 with three employees, giving back to the community has been part of their corporate culture, starting with an early Adopt-A-Class partnership with Oyler Elementary School. As the company grew to multiple cities and 2,000 employees, Coughlin recognized the need to maximize the…

Ms. Johnson (her name has been changed to protect her privacy) and her two children live in Woodlawn. She’s employed full-time as a laboratory technician at a local hospital, has received several salary increases since earning her phlebotomy certificate and mentors new staff members. Why are we telling you her story?…

Tax time is a great reason to review the basics! At Greater Cincinnati Foundation (GCF), our goal is to help make the tax aspects of your charitable giving as easy and effective as possible. If you’ve already established a donor advised or other type of fund at GCF, or if…

Both the recent one-year anniversary of the start of the Ukraine conflict and the earthquake that has devastated Turkey and Syria are causing more and more people to explore ways they can help. In an era of abundant giving methods and also potential fraud, GCF is a source of reliability…

Just as each of your clients has a unique estate and financial plan, each of your charitable clients needs a unique giving plan. For some, gifting shares of highly appreciated stock consistently makes the most sense for their charitable and tax goals. For others, leaving a bequest to support specific…

In honor of the giving season, we asked our co-workers to share stories of the best gifts they’ve ever received — or given:   “Dancing with the Stars has been my mom’s favorite since its inception. We have watched the show together for the past 28 seasons! The first year…

Join us to help amplify this work A place to call home. It’s a simple dream, but one that for all too many of our neighbors is a financial hardship. Affordable housing is a critical issue in our region, and Greater Cincinnati Foundation (GCF) is committed to addressing it as…

Tax season is a great time to cover tax planning strategies for the current year and beyond, and there are a few specific reasons why your clients may benefit from a conversation earlier in the calendar year. Evaluate QCDs sooner rather than later. If: Your client missed the 2024 deadline…

The wild ride continues! In the wake of Silicon Valley Bank’s collapse, your philanthropic clients may seek your advice on how the recent events in the banking world could impact their approach this year to charitable giving. We’re sharing three factors to keep in mind as you counsel charitable individuals…

Funded by Greater Cincinnati Foundation & United Way of Greater Cincinnati’s COVID-19 Regional Response Fund. Santa Maria Community Services (SMCS) serves the Greater Price Hill community by advocating for families through educational, financial and health services to move on a path out of poverty. When COVID-19 hit, the pandemic forced…

Volunteers are critical to Greater Cincinnati Foundation (GCF) and our efforts to address racial inequities and crippling systems across the region. Their expertise and passion are key ingredients to our mission, enabling us to all grow together. Wisconsin native Ann Schwister has dedicated seven years to GCF’s Governing Board and…