Philanthropic Insights
Timely charitable topics of interest to you and your clients.
“Shell funds” for charitable clients who plan ahead
Working with clients who are looking to finalize their estate plans? GCF can help you with your clients’…
Gifts of appreciated stock: Let the numbers do the talking
Professionals who advise clients regarding their wealth understand that giving long-term, appreciated assets is often one of the…
Fund types tailored to your client’s charitable goals
Just as each of your clients has a unique estate and financial plan, each of your charitable clients…
Tax return reviews help clients level up charitable giving plans
Reviewing a tax return can start a productive conversation about ways to plan gifts for charity more effectively….
The Trust Factor, and Why It Matters to Your Clients
Gifts to charity provide critical support for more than a million organizations helping to sustain the quality of…
Looking Ahead to Do More: Incorporating Charity into the Sale of...
Most businesses were created out of necessity. A product or service is missing from the marketplace, and someone…
What’s deductible and what’s not?
Your clients are sure to ask about charitable tax deductions as year-end approaches. As an advisor, you’re already…
Spotting Opportunity: Moving Your Client’s Commercial Fund...
Although a donor advised fund (DAF) can be established through a national financial institution, Greater Cincinnati Foundation (GCF)…