Philanthropic Insights

At the end of 2024’s first quarter, CNN reports that an estimated 485,000 Americans could count themselves among the so-called “401(k) millionaires,” meaning the balance in their employer-sponsored retirement plans has reached the $1 million level. Thanks in part to stock market rallies during the first part of the year,…

As an advisor, you make sure that your clients know all the options for structuring both their near-term and long-term plans to give to charity using techniques that achieve philanthropic and tax goals. What you might consider is that many of your clients are executives in companies whose leaders want…

When your client is getting ready to make a contribution to a fund at Greater Cincinnati Foundation (GCF) or other charity, remind them not to automatically reach for the checkbook. Here are other—and typically more tax-savvy—options to consider.  Marketable Securities Gifts of long-term appreciated stock to a donor advised or…

Working with clients who are looking to finalize their estate plans? GCF can help you with your clients’ long-term charitable giving plans by putting in place the structures to receive bequests decades from now. Adjusting Charitable Bequests: A Common Story at GCF You might have a client who would like…