Using GCF in Your Practice

Your clients rely on you for sound advice about many aspects of their financial and estate plans. Greater Cincinnati Foundation can help you with the charitable niche of your work.

Identifying Charitable Prospects

Find out the 10 indicators that show a client is a good candidate for charitable giving

6 other ways GCF can help

• Let us help you choose the best fund type and best assets to suit your client’s financial and philanthropic goals.
• Receive free information about charitable giving through the Advisors Planned Giving Resource.
• Call us for specific information about the causes and organizations that your client cares about most. Learn how GCF invests in the community.
• Talk with us about the advantages of establishing a donor advised fund, a supporting organization, or a private foundation. Clients who have already established a private foundation may consider also setting up a donor advised fund or supporting organization at GCF to take maximum advantage of the tax laws favorable to charitable giving.
• Contact us for a charitable giving illustration tailored to your client’s specific philanthropic interests.
• Call us to arrange a no-obligation meeting with you and/or your clients, to discuss GCF and the services we can provide.

Learn more about advisors who work with GCF