Philanthropic Insights

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…