Philanthropic Insights
Timely charitable topics of interest to you and your clients.
For clients who love local causes, GCF is your trusted partner
Most of your philanthropic clients likely support a wide variety of charities year after year, and represent a range of motivations, including personal experience, a role as a volunteer or board member, family tradition, or alignment with values and community priorities. Especially when the organizations your clients support are local,…
If this, then that: Scenarios to consider as tax time approaches
Tax season is a great time to cover tax planning strategies for the current year and beyond, and there are a few specific reasons why your clients may benefit from a conversation earlier in the calendar year. Evaluate QCDs sooner rather than later. If: Your client missed the 2024 deadline…
Playing the long game: Encouraging your clients to plan ahead in...
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…
Want happy clients? Talk about charitable giving.
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,…
Avoid Clients Leaving Charitable Dollars on the Table
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…
Tips for starting a charitable giving conversation
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…
Event Tickets: Beware of the Split
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…
Have You Talked to Your Clients About Donor Advised Funds?
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…