Your Values. Your Philanthropy. Your Legacy.

A Giving Plan That Fits You

Recommend grants on your own timeline, with care and support along the way. Whether your passion is Jewish life, the arts, health care, humanitarian relief, education, or your local community, a Donor-Advised Fund helps you give with purpose and create lasting impact.

Why a Donor-Advised Fund


Receive an immediate charitable tax deduction


Contribute cash, appreciated securities, and other assets


Recommend grants to nearly any qualified charitable organization

 

 


Support local, national, and global causes


Involve children and grandchildren in charitable decisions


Create a charitable legacy that reflects your values

Contact Us

Lisa Hacker
Director of Philanthropic Planning

513-985-1593
[email protected]

 

 

ONE ACCOUNT.  ENDLESS POSSIBILITIES.  LASTING IMPACT.