Timely Charitable Topics

Here are stories on charitable topics that may interest you and your clients.

Ice Breakers: Three Easy Openers to Talk About Philanthropy

Many advisors really want to bring up charitable giving in client meetings, especially while updates to tax and…

Lawmakers from both parties support expansion of CARES Act ...

Six Republican Senators, four Senate Democrats, and fourteen members of the House of Representatives (including ten Democrats and…

Beyond the tax deductions: Selecting a vehicle to celebrate and ...

For many donors, the importance of a multi-generational family philanthropy plan is high on the radar, especially in…

Red hot real estate: Structure smart gifts to charity without...

The housing market is showing no signs of slowing down in 2021. For certain clients, this presents a strong opportunity…

Back to basics: Retirement plans and life insurance can fuel...

Your client’s fund at Greater Cincinnati Foundation can be an ideal recipient of estate gifts through a will…

A Treat to Boost 2021: Congress Extends Charitable Giving...

As your clients reboot after a wild 2020, now is a great time to address their charitable giving…