Philanthropic Insights

Whether your client is tax planning, updating wills and trusts or structuring retirement portfolios, the mix of money, family and mortality is a potent combination that almost always creates an emotionally charged planning environment. A strong grasp of the client’s big picture allows you to truly recognize opportunities for charitable…

Is it true that the happiest clients seem to be those who’ve incorporated charitable giving into their estate and financial plans? It’s hard to dispute that philanthropy offers both emotional and rational upsides to your clients. Advisors who can lean into these benefits are viewed by their clients as effective,…

Greater Cincinnati Foundation (GCF) is the region’s leading community foundation, bringing together people who care about a diverse range of causes and have a shared goal: to create a stronger, more vibrant community now and in the future in the tri-state region. If you’re a professional advisor, GCF can partner…

Whether the matter at hand is tax planning, updating wills and trusts, or structuring retirement portfolios, the mix of money, family and mortality is a potent combination that almost always creates an emotionally charged planning environment. Advisors can occasionally feel reluctant to bring up charitable giving during client meetings, even…

As community events start ramping up this fall and your clients attend fundraising events for their favorite charities, it is important to be clear on IRS rules for giving to events through donor advised funds (DAFs). Your client may ask: “We wanted to buy a table at the fall gala…

Greater Cincinnati Foundation (GCF) brings together generous people, nonprofits and partners with the goal of creating a vibrant and opportunity-rich Greater Cincinnati. If you’re a professional advisor, GCF can partner with you to enhance the service and overall value you provide – helping your clients reach their philanthropic goals while…

Without legislation to prevent it, the sunsetting of current estate tax laws at the end of 2025 will dramatically reduce the federal estate tax exemption from $13.61 million per person in 2024 to approximately $7 million in 2026 (this includes adjustments for inflation). This change would affect many high net-worth…

Your clients who are corporate executives have likely wondered at some point about the benefits of aligning their companies with philanthropy, whether specific causes or organizations. In general, a community engagement strategy can be good for business, if well-executed. For example, almost half of consumers view a brand favorably when…