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Results for: giving strategies
Giving Strategies: Keeping Jewish Life “Profound and Safe” by Leaving a Legacy Now
By: David Harris
I recently sat down with Jane and Harvey Cohen to discuss their experiences growing up and becoming active participants in Cincinnati’s Jewish community. In fact,…
May 24, 2023
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Giving Strategies: 2022 Year-End Tax Planning Letter
By: David Harris
As we approach the end of the year it is helpful to reflect on steps that can be taken to reduce taxes that otherwise would…
December 9, 2022
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Giving Strategies: How to Sustain Your Charitable Giving During Inflation and Market Volatility
By: David Harris
Market volatility is an inevitable part of investing and managing wealth, and so far, 2022 has seen extreme market fluctuations and inflation rates higher than…
October 4, 2022
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Giving Strategies: Insuring the Funding of the Future
By: David Harris
“The conversation about legacy began with our trip to Israel in 2016,” explained Deb Wacksman. “It was a trip organized by the Jewish Federation of…
October 22, 2021
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Giving Strategies: The Power of Multigenerational Philanthropy
By: David Harris
“My father (Wilbur Cohen) and uncle (Phil Cohen) showed us kids and our children that whether you have a little or a lot, it is…
July 13, 2021
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Giving Strategies: It’s Not Out of Reach: How Legacy Giving Is Much Easier Than You Realize
By: David Harris
Somebody calls you asking for an annual donation. Your mind goes to your bank account, your job, or income situation, and you likely make a…
April 2, 2021
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Giving Strategies: Ten Tax Strategies to Keep in Mind at Year-End
By: David Harris
A Giving Strategies post by Jim Friedman, Director of Gift Planning & Endowment, and Deb Steinbuch, Director of Planned Giving and Endowment, Jewish Federation of Cincinnati2020 has…
November 10, 2020
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Giving Strategies: ‘Papa, That’s a Mitzvah!:’ Grandson, Community Benefit from Family Legacy
By: David Harris
For Marsha and Mark Barsman, being active members of the Jewish community goes beyond just giving money. “It’s honoring and respecting others,” Mark said. “I’m…
July 31, 2020
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Giving Strategies: What’s the Smartest Way to Give in your Seventies? Ask Sonia Milrod
By: David Harris
“I love to travel, and I have this urgency to do as much as I can while I can,” said Sonia Milrod. She’s 71, but…
January 22, 2020
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Giving Strategies: Year-end Tax Planning
By: David Harris
A Giving Strategies post by Jim Friedman, Director of Gift Planning & Endowment, and Deb Steinbuch, Director of Planned Giving and Endowment, Jewish Federation of CincinnatiThe…
November 27, 2019
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