We are proud to share that Wealth Planning Corporation is one of 23 Cincinnati-area firms to be named an advisor by the Greater Cincinnati Foundation. This distinction means Wealth Planning Corporation can continue to manage client funds that are designated for charitable giving to the Greater Cincinnati Foundation.
This is an acknowledgement of the service we provide to our clients and our reputation as trustworthy advisors. The Greater Cincinnati Foundation is the region’s leading community foundation. Through donations from individual citizens and corporations, the Greater Cincinnati Foundation’s mission is to make ‘a more prosperous region where more people can thrive.’
A community foundation, like Greater Cincinnati Foundation, is a tax-exempt public charity created by and for the people in a region so that people with philanthropic interests can support issues they care about – now or through their estates. Grants are made from these funds to nonprofit groups that meet the charitable goals of the donor. For more information about the Greater Cincinnati Foundation check out this helpful brochure, Amplify Your Giving
Greater Cincinnati Foundation is confirmed in compliance with National Standards for U.S. Community Foundations.
We are proud of our work with the Greater Cincinnati Foundation are honored to be recognized for our planning services and community leadership..
