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DTSTART:20260212T170000Z
DTEND:20260212T180000Z
LOCATION:720 E. Pete Rose Way, Suite 120, Cincinnati, OH 45202
UID:2907120260212T170000ZLeading Conversations: How to Deepen Client Relationships Through Charitable Giving Discussions
DTSTAMP:20260430T055121Z
DESCRIPTION:\nSOLD OUT\n This event is now sold out. If you would like to be added to our waitlist, please email us at administration@cincinnatiestateplanningcouncil.com\n \n \n \nJoin us on Thursday, February 12, 2026, for a practical lunchtime program on how to confidently and effectively introduce charitable giving into client conversations.\n \n \n \nToday’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.\n \n \n \nWe hope to see you there!\n \n \n \nBoard of Directors, Cincinnati Estate Planning Council\n     \nSession Description\n   \nToday’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.\n \n \n \nWe’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.\n \n \n \nFinally, 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.\n \nBy 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.\n   \nEvent Details     \nDate:\n \nThurs., February 12, 2026\n \n \n \nTime:\n \n11:45 AM - Registration\n \n12:00 PM - Program & Lunch\n \n1:00 PM - Adjourn\n \n \n \nCost:\n \nMembers - $15\n \nNon-Member - $35\n \n \n \nParking:\n \nFree parking in lot.\n     \nLocation:\n \nGreater Cincinnati Foundation\n \n720 E. Pete Rose Way\n \nSuite 120\n \nCincinnati, OH 45202\n \n \n \nDeadline to Register:\n \nMON., FEBRUARY 9TH\n \n \n \nNote: refunds will not be given for cancellations received after the registration deadline.\n     \nAPPROVED CEU Credits*\n \n \n \nCFP\n CPA\n OH Insurance\n OH Legal\n \n \n \nPending CEU Credits\n \n \n \nKY Legal\n \n \n \n*Certificate of attendance available upon request if we do not file a credit you need.\n    \n  \n  \n   \nThank you to our Lunch Sponsor!\n         \n  \n  \n  \n  \n  \n  \n  \n  \n  \n  \n  \n  \n  \n  \n  \n     \n\n \n2025-2026 Season Sponsor\n \nWe are proud to welcome the\n \nGreater Cincinnati Foundation back as our season sponsor!\n     [](https://www.gcfdn.org/)    \n            \nMichele Carey, CAP®\n \nVice President, Philanthropic Strategies\n \nGreater Cincinnati Foundation\n \n \n \nMichele 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.\n \n \n \nMichele’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.\n
SUMMARY:Leading Conversations: How to Deepen Client Relationships Through Charitable Giving Discussions - Cincinnati Estate Planning Council 
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