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We Celebrate Our Memories of Tad Lawrence Formally, he was John Tharp Lawrence III. In life, “Tad” was anything but formal. At Greater Cincinnati Foundation we salute his well-lived life as we mourn his passing this month and extend our heartfelt condolences to his cherished family and numerous friends. He…

Eric Avner SVP, Community Development, The Carol Ann and Ralph V. Haile, Jr. Foundation The Carol Ann and Ralph V. Haile, Jr. Foundation is now being intentional about applying an equity lens to its grantmaking initiatives. After attending Racial Equity Matters Phase 1, Eric Avner became much more aware of…

“In helping others, we shall help ourselves, for whatever good we give out completes the circle and comes back to us.” — Flora Edwards Greater Cincinnati Foundation (GCF) believes that connecting people with purpose changes the lives of everyone involved. Giving circles — creative, interactive means of achieving that impact…

When your client is getting ready to make a contribution to a fund at Greater Cincinnati Foundation (GCF) or other charity, remind them not to automatically reach for the checkbook. Here are other—and typically more tax-savvy—options to consider.  Marketable Securities Gifts of long-term appreciated stock to a donor advised or…

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…

Meet Samantha Lane, Inclusive Giving Advisor. Samantha describes her role at GCF and intentions for the year. “I feel very passionate about creating experiences that allow people to connect with purpose, to connect what they really value.”    

Life insurance can play an important in your estate and financial plans. More than half of GenX and Baby Boomers hold life insurance policies, and annual payouts from these policies total nearly $800 billion! What you might not know, though, is that life insurance can be a very effective charitable…

Why do people give? A recently-released report identified the primary tenets of generosity according to Americans: how they define it; what it means to them; where their generosity comes from; its importance to society and their expectations. The report also identifies different donor types and how generosity is reported in…

Applications for GCF’s Charter Advisor in Philanthropy (CAP®) Study Group are now open! Scroll to the bottom of this article to apply or learn more. Have you noticed far more articles in your newsfeed about philanthropy as a planning tool for your clients than it did just a few years…

Charitable deduction legislation ebbs and flows. Proposed reform efforts come and go, resulting in the occasional change to the provisions of the Internal Revenue Code governing charitable giving. At the same time, popular charitable giving techniques evolve and grow over time, frequently creating new opportunities for your clients to support…

Use these 5 tips to strengthen your grant proposal Writing a grant proposal is not as complex as it may seem. Greater Cincinnati Foundation (GCF) is here to assist as you begin to think of programs or projects that may need funding. Utilize these tips when crafting your grant proposal…

Funded by Greater Cincinnati Foundation & United Way of Greater Cincinnati’s COVID-19 Regional Response Fund. RefugeeConnect is an independent, private non-profit whose mission is to empower people who were forced to leave their country to escape war, persecution, or natural disaster, to thrive in life, liberty and the pursuit of…

Funded by Greater Cincinnati Foundation & United Way of Greater Cincinnati’s COVID-19 Regional Response Fund. The mission of 1N5 is to promote optimal mental health for youth in Greater Cincinnati through customized, evidence-based educational programming. The education model has changed as a result of Covid-19 and 1N5 is quickly adjusting…

As you may know, there are tremendous benefits to both clients and charities when a client names a charity or their fund at Greater Cincinnati Foundation (GCF) as the beneficiary of an IRA or other qualified retirement plan. So, how can you help a client plan to maximize a bequest…

Your client’s fund at Greater Cincinnati Foundation can be an ideal recipient of estate gifts through a will or trust, or through a beneficiary designation on a qualified retirement plan or life insurance policy.  Bequests of qualified retirement plans can be extremely tax-efficient because GCF is tax-exempt. This means the…

Even if your estate planning documents are already in place, this is still a good time to review your will, trust, and beneficiary designations to ensure that they still capture your financial and family situation, as well as your intentions.    It’s hard not to be inspired by the incredible…