40 Acts of Kindness
Our Giving Back List of 40 Acts of Kindness is growing to showcase the amazing generosity and charity of our team and our clients. Our clients have demonstrated numerous acts of kindness through the years. In fact, just last year the Qualified Charitable Donations (QCD’s) distributed from our client accounts in total came to over $256,000. When all those gifts are added together, one can really see their collective impact. In addition to these donations, over the past ten years, our clients have amassed over $9.5 million in donor advised funds and private foundations which will be used for future planned giving and legacy wishes.
The Goal
Together we can make a difference in our communities through various acts of kindness!
The ACTS
ACTS 1- 10
1) Carol fulfilled her RMD by making a Qualified Charitable Donation (QCD) to two local Cincinnati Catholic high schools. The funds will be used for tuition assistance.
2) An out of state client in Texas founded and funded an animal welfare organization. Their mission is to provide abused animals with medical care in order for them to be re-homed to loving families.
3) Gene has distributed his 1st quarter QCD’s to several local charities to assist them in covering expenses. Each quarter he distributes QCD’s to organizations that are important to him and his late wife. These organizations help many individuals receive necessary clothing, job training, educational assistance, and meals.
4) In honor of our 40th anniversary year, WPC has set a goal to complete 40 Acts of Kindness in 2024 alongside our clients. Our list includes donations to organizations, time volunteering, pro bono advising and raising funds for causes we feel strongly about. We look forward to highlighting organizations and their work in this list which our clients are passionate about.
5) The Hornback family donated money to Archbishop Moeller High School for the Class of 2020 scholarship which helps offset the costs of tuition for young men.
6) Someone who wishes to remain anonymous made a donation to the Alzheimer’s Association.
7) Longtime clients in Florida donated funds to help raise awareness for sea turtles and manatees along the Florida Atlantic coast. The organization’s mission is to keep the beaches stay flat, dark and clean!
8) A client couple made QCD’s to the Archdiocese of Cincinnati supporting the diocese’s community support of six local ministries that teach, feed and heal individuals.
9) Team member of WPC donated funds to The Humane Society of Greater Dayton which ensures that affordable medical care is made available to all pet owners.
10) Darah, a client of WPC, and her family founded a scholarship to help musicians succeed in the music industry. The Scott Bennett Memorial Guitar Scholarship was awarded to Chaitanya Nanda. He plans to use the money to buy equipment and launch his career. The Bennett family sponsors this memorial scholarship to help talented music students start their music careers. Read more in this news story.
ACTS 11 – 20
11) Tim & Mindy Drake, PWC clients, run the Miami County Parkinsons Support Group. They hold monthly meetings to provide education, facilitate group discussions, and provide overall support for local families battling Parkinsons. They financially sponsor members from Tipp City by paying 100% of their membership fees to the “Delay the Disease Program” – an exercise program for Parkinsons patients that improves their physical function and helps delay the progression of symptoms. They also offer financial assistance to residents of neighboring Miami County.
12) Todd Lyon’s son, Nolan, was a captain for the 2024 Notre Dame Bengal Bouts boxing club. They raised over $250,000 this year for the Holy Cross Missions in Bangladesh which goes to educating over 100,000 children in a country where the great majority of kids live in extreme poverty. Visit this link with more information: https://bengalbouts.nd.edu/
13) One of the WPC team and spouse volunteered their time at the FreeStore Food Bank in Cincinnati one Saturday morning to sort and pack items for distribution to the community food pantries.
14) Bill and Bev, longtime clients of Wealth Planning Corporation, have recently completed their annual giving of $13,000+ to various local charities. They are one example of our client families who have been supporting local causes using Qualified Charitable Donations (QCD”s) from their respective IRA’s. They also established a Schwab Charitable Donor Advised Fund a few years ago and choose to gift from that source, as well this year.
15) Another client couple of WPC made a $20,000 contribution to their Donor Advised Fund for future gifting goals.
The Result
Giving back in celebration and sharing the stories about the gifts of time, talent and treasure provided throughout the year! Check back often for updates or send your story highlighting a wonderful organization or cause that you support (email: malea@wealthp.com)
Wealth Planning Corporation has been Planning, Coaching, and Advising – since 1984.
