Philanthropic Insights

Timely charitable topics of interest to you and your clients.

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)…

10 Indicators to Identify Charitable Prospects

Is your client ready for a conversation about their charitable goals? These ten indicators can help you identify…

Smart disaster giving can offer predictability to the...

Disasters such as the Maui fires and Hurricane Idalia are both unpredictable and yet, sadly, predictable. Multi-billion-dollar damage…

For clients who may sell a business, the time to think...

Business brokers may tell you that many owners fail to optimize—and sometimes even compromise—the value of their business’s…

Keep your eye on clients’ appreciated stock

In August 2022, markets were down 12% for the year, and inflation was up 8.3% year-over-year. Annual charitable…