Philanthropic Insights

Timely charitable topics of interest to you and your clients.

Many assets make great gifts to charity

When your client is getting ready to make a contribution to a fund at Greater Cincinnati Foundation (GCF)…

“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…