Advisors Planned Giving Resource

The Greater Cincinnati Foundation owes a great deal to the attorneys, accountants and financial advisors whose clients have become important contributors. We are pleased to offer charitable and estate planning resources that may be of assistance to you as you work with clients desiring to benefit worthwhile organizations. The Charitable Giving Tax Service is a comprehensive reference guide to charitable giving. It covers every aspect of lifetime contributions, charitable bequests, charitable remainder trusts, gift annuities, charitable lead trusts and much more. You can access all the important IRS forms, specimen gift documents and the Analysis and Comment section, which covers new developments, cases and rulings in gift planning. The Charitable Giving Tax Service is written and continuously updated by experts in the field.