Philanthropic Insights
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…
Planning for a sunset: lock in a higher exemption, unlock a legacy
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…
Mixing business and charity: keep it ethical, legal and transparent
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…
Gifts of appreciated stock: picking favorites
Donating highly appreciated stock to a fund at Greater Cincinnati Foundation (GCF) offers significant advantages for your clients over making cash gifts. Communicating this benefit, however, can be challenging when clients have emotional attachments to their shares. How can you overcome this hurdle and help optimize your clients’ charitable giving…