Philanthropic Insights
Timely charitable topics of interest to you and your clients.
Advising the charitable millionaire next door
At the end of 2024’s first quarter, CNN reports that an estimated 485,000 Americans could count themselves among…
Why companies need philanthropy advice, too
As an advisor, you make sure that your clients know all the options for structuring both their near-term…
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…