Leading Conversations: How to Deepen Client Relationships Through Charitable Giving Discussions
Date: Thursday, February 12, 2026
Time: 12:00pm - 1:00pm
Location: 720 E. Pete Rose Way, Suite 120, Cincinnati, OH 45202
Speaker: Michele Carey, CAP® - Vice President, Philanthropic Strategies at Greater Cincinnati Foundation
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Join us on Thursday, February 12, 2026, for a practical lunchtime program on how to confidently and effectively introduce charitable giving into client conversations.
Today’s clients want advisors who understand their values and can guide meaningful discussions around legacy and impact. This session will provide tools, frameworks, and real-world strategies to help you navigate philanthropic planning and strengthen relationships across generations.
We hope to see you there!
Board of Directors, Cincinnati Estate Planning Council
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Today’s clients are looking for more than technical expertise—they want trusted advisors who understand their values and can guide meaningful conversations about legacy and impact. This session will equip you with the confidence and tools to raise the topic of charitable giving in a natural, client-centered way.
We’ll explore current trends in philanthropy and wealth transfer, discuss why charitable conversations matter for advisors and clients alike, and introduce a practical framework for guiding these discussions. You’ll learn how to ask the right questions, uncover motivations, and help families navigate complex dynamics—even when members don’t agree.
Finally, we’ll review giving vehicles such as donor-advised funds, private foundations, supporting organizations, IRA strategies, and future funds, so you can translate charitable intentions into actionable plans.
By the end of this session, you’ll have both the mindset and the practical strategies to integrate philanthropy into your practice and strengthen relationships with your clients, and for their families across generations.
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Date:
Thurs., February 12, 2026
Time:
11:45 AM - Registration
12:00 PM - Program & Lunch
1:00 PM - Adjourn
Cost:
Members - $15
Non-Member - $35
Parking:
Free parking in lot.
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Location:
Greater Cincinnati Foundation
720 E. Pete Rose Way
Suite 120
Cincinnati, OH 45202
Deadline to Register:
MON., FEBRUARY 9TH
Note: refunds will not be given for cancellations received after the registration deadline.
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APPROVED CEU Credits*
CPA
Pending CEU Credits
CFP
KY Legal
OH Insurance
OH Legal
*Certificate of attendance available upon request if we do not file a credit you need.
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2025-2026 Season Sponsor
We are proud to welcome the
Greater Cincinnati Foundation back as our season sponsor!
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Michele Carey, CAP®
Vice President, Philanthropic Strategies
Greater Cincinnati Foundation
Michele is Vice President, Philanthropic Strategies at Greater Cincinnati Foundation, where she leads a team dedicated to introducing individuals, families, and their professional advisors to GCF as a resource to leverage their generosity for the good of the community. Michele helps the people create giving plans for their lifetime and legacy plans for the benefit of future generations. Michele deeply enjoys having conversations with people about their charitable passions and helping them connect their giving to what personally matters most.
Michele’s career began nearly 30 years ago at The Chicago Community Trust, where she first learned the valuable role a community foundation plays in creating a vibrant region. She was thrilled to join the team at Greater Cincinnati Foundation in 2012, where she learned the art of cultivating deep relationships with donors and their professional advisors.
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