Philanthropic Insights

Your clients are sure to ask about charitable tax deductions as year-end approaches. As an advisor, you’re already working with clients on financial and tax planning all year long, but this is the time when many clients buckle down. Whether it’s the change in the weather or the imminent end…

Although a donor advised fund (DAF) can be established through a national financial institution, Greater Cincinnati Foundation (GCF) offers its DAF holders much broader services, more personal attention and deeper connections to the nonprofits whose work is essential to effecting positive community change. We would be happy to talk with…

Is your client ready for a conversation about their charitable goals? These ten indicators can help you identify the right time for a conversation around philanthropy. Appreciated Property Your client is considering selling appreciated property. (She can avoid recognizing capital gains by donating the property prior to sale.) Closely-Held Stock…

Disasters such as the Maui fires and Hurricane Idalia are both unpredictable and yet, sadly, predictable. Multi-billion-dollar damage events occur annually and both natural disasters and humanitarian tragedies consistently attract much-needed philanthropic support.  Understandably, most of the charitable dollars following a disaster flow toward essential and immediate relief efforts. Your…