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As you contemplate your legacy and adjust your estate plan, it’s natural to focus on your children and family as the primary beneficiaries in your will and trust. If you’re like an increasing number of charitably-minded individuals, though, you might find that your perspectives about what exactly it means to…

Over 20 years ago, the Langston family opened their home to children after school to provide tutoring. That program soon grew by the number of children and the needs of the kids who came to the Langston’s home. Today, Operation Give Back has its own building, a paid staff of…

Working with clients who are looking to finalize their estate plans? GCF can help you with your clients’ long-term charitable giving plans by putting in place the structures to receive bequests decades from now. Adjusting Charitable Bequests: A Common Story at GCF You might have a client who would like…

Professionals who advise clients regarding their wealth understand that giving long-term, appreciated assets is often one of the most tax-savvy ways their clients can support their favorite charities. Nevertheless, many clients still give cash. Consider using one of the following illustrations* to help clients see the benefits of giving appreciated…

GCF partners with Cincinnati NAACP to strengthen democracy through innovative voter registration. The 2024 election season is upon us – from choosing the next president, electing senators and state-wide officials, voting on ballot issues and more, the outcome of this year’s election holds gravity for every person living in the…

In 1990, John and Bill Grove started Grove Transportation in Northern Kentucky. The brothers learned how to run a business from their grandfather, an Italian immigrant. Today, Grove Transportation is still family-owned and operated, providing quality jobs across the region and creating positive community impact through their fund at Greater…

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…

Reviewing a tax return can start a productive conversation about ways to plan gifts for charity more effectively. As you scan 2023’s charitable contributions, ask your client whether those charitable gifts were made with cash or with other assets and then steer the conversation toward discussing the most effective assets…

Whatever their age or health status, most people are aware that they need to document important financial and personal information for loved ones, just in case the unexpected occurs. No one wants to leave their loved ones in the lurch with scant information, but it’s often hard to get motivated…

Money, mortality and family relationships. Each of those topics alone can be tough for anyone to address head on, and when you combine them, it’s no wonder so many people put off setting up or updating their estate plans. Establishing a will, trust, and beneficiary designations forces a person to…

As you think about your 2024 charitable giving goals and priorities, here are a few items to consider:  You may have more capacity to give to charity. The IRS issued inflation adjustments for important thresholds such as the standard deduction, Social Security cost-of-living adjustments, annual exclusion gifts, Required Minimum Distributions,…

Gifts to charity provide critical support for more than a million organizations helping to sustain the quality of life in our community every year. Philanthropy equates to 2% of GDP–that’s a little more than the home health care services sector. Before your clients decide to give to an organization, trust…

Most businesses were created out of necessity. A product or service is missing from the marketplace, and someone established a company to solve the problem. After successes and failures, discoveries and breakthroughs, that same company became profitable. And for some, there came a time when the owner was ready to…

As the year draws to a close, we sit down with Matthew Randazzo, President and CEO at Greater Cincinnati Foundation (GCF), to discuss his first six months on the job, opportunities for growing impact in the region and what he’s looking forward to in 2024. You are several months into…

Lower Price Hill is a close-knit community west of downtown Cincinnati. Community members know each other by name and many families have generational ties to the area. It’s this thread between neighbors that connects the loss of a beloved grocery store to wider conversations around food access and ultimately, the…

Your clients are sure to ask about charitable tax deductions as year-end approaches. As an advisor, you’re already working with clients on financial and tax planning all year long, but this is the time when many clients buckle down. Whether it’s the change in the weather or the imminent end…