Philanthropic Insights

As an advisor, you make sure that your clients know all the options for structuring both their near-term and long-term plans to give to charity using techniques that achieve philanthropic and tax goals. What you might consider is that many of your clients are executives in companies whose leaders want…

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…

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…

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…

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…