8044 Montgomery Road, Suite 450
Cincinnati, OH 45236
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Charitable Planning Services

Charitable giving encourages your heart!

There is something powerful when compassion for those in need is exercised and when serving alongside those who have dedicated their lives to make a difference.

The Bible says: “There is more happiness in giving than receiving” and we believe that it is imperative that we help our clients meet their charitable goals.

As such, we address the two kinds of capital with each client:


Two Kinds of Capital

Charitable giving may enhance the attainment of your financial goals:

  • Estate planning
  • Retirement planning
  • Tax reduction

Charitable giving provides tax advantages:

  • Reduce or eliminate income, gift and estate taxes
  • Tax law encourages charitable gifts

Contact us to learn more.