Philanthropic Insights

As you may know, there are tremendous benefits to both clients and charities when a client names a charity or their fund at Greater Cincinnati Foundation (GCF) as the beneficiary…

According to figures cited in a May 2023 New York Times article (subscription required), total U.S. family wealth of $38 trillion in 1989 more than tripled to $140 trillion in…

As your philanthropic clients can likely attest, the going has been rough for many of the nonprofits they support. Turbulent economic conditions, concerns about inflation and challenges in the banking…

Over the last few months, many advisors have noticed an uptick in client inquiries about leaving their IRAs and other retirement plans to charity. If you’re wondering why, it likely…

Charitable deduction legislation ebbs and flows. Proposed reform efforts come and go, resulting in the occasional change to the provisions of the Internal Revenue Code governing charitable giving. At the…

The wild ride continues! In the wake of Silicon Valley Bank’s collapse, your philanthropic clients may seek your advice on how the recent events in the banking world could impact…

High profile giving by donors associated with well-known businesses has maintained its place in the limelight, even amid recent market volatility and tenacious concerns about inflation and interest rates. Recent…

Most attorneys, accountants and financial advisors are well-aware of donor advised funds and the reasons behind their popularity. They are an excellent way for your clients to organize their charitable…