Summer 2023
Dear Advisors,

We're always on the lookout for creative giving solutions that can help your clients achieve both their financial and charitable goals. One topic that has come up frequently in conversations with our Professional Advisor Council is how gifts of life insurance can help clients amplify their impact in the community. We recently met with two respected advisors, Naomi Ganoe of CBIZ and Angelina Milo of Meaden & Moore, to discuss how they are using this tax-savvy technique both personally and with their clients.

In this issue, we're also giving you strategies for helping your clients launch a multigenerational giving plan, talking points for encouraging your clients to consider "giving while living," and tips for leaving the most tax-advantageous assets to charity.

We invite you to reach out and let us know how we can be a useful, behind-the-scenes resource for the charitable components of your services. We're always available to answer your questions about philanthropy or to schedule a personal consultation with you and your clients – all at no cost.

With gratitude,
Laura Lederer
Senior Director of Development & Advisor Relations
Akron Community Foundation
330-436-5611
Gifts of life insurance are often a win-win strategy for both your client and the community. Read how Naomi Ganoe of CBIZ and Angelina Milo of Meaden & Moore are using this tax-savvy technique to make a significant impact on the causes they care about.
Instilling the idea of charitable giving in children and grandchildren may appear to be easy, but where should your clients begin, and how can they make it last? Learn why establishing a charitable fund can be an effective solution for clients who want to create a multi-generational giving plan.

As you work with your philanthropic clients, consider helping them make meaningful gifts during their lifetimes, rather than only as part of their estate plans. Here are three tips for encouraging your clients to consider "giving while living" so they can reap the benefits now.
Naming a charitable fund at Akron Community Foundation as the beneficiary of all or a portion of your client's IRA is extremely tax advantageous. This technique is almost always the best option if they own other assets, such as stock or real estate, to leave to their heirs.
Gift Planning Seminar
featuring Bryan Clontz

Oct. 19 | All Day
NEOMED
Happy Hour for
Young Professionals

Oct. 26 | 5 p.m.
BigShots Golf Firestone
Creating a Charitable Mission Statement
Every decision we make, whether consciously or not, is influenced by our values. Your clients' charitable giving is no different. But when there are myriad charitable causes to consider, how can they be intentional about decisions to ensure their giving aligns with their personal values?

Our Center for Family Philanthropy can help your clients craft a mission statement that will guide them in their charitable giving. Through tools like our Motivational Values Cards, your clients can engage in meaningful conversations about their charitable values and identify where they most want to make an impact. These resources are complimentary for donor-advised fundholders at Akron Community Foundation. Contact Karen Hrdlicka, director of The Center for Family Philanthropy, to learn more or to set up a family meeting.
Nonprofit Spotlight: Freedom House for Women
Freedom House for Women has served the Summit County community for 16 years, offering substance use treatment and supportive services to help decrease the barriers of addiction and homelessness. Founded by Eva Hartwell in 2004, Freedom House for Women fights side-by-side with its clients to help alleviate their struggles with addiction challenges in the hopes of improving the lives of families and individuals, combating the stigma of addiction, and reducing the number of overdose deaths in the county. Read more.
In Other News...
The Black Giving Collective is an endowment fund created by the Black community to benefit the Black community in Greater Akron. Akron Community Foundation has committed an initial $50,000 to the fund, along with a $50,000 matching gift if the community can raise the same by March 31, 2024. Learn more.
Theresa Carter
Theresa Carter, president of Synthomer Foundation, is this year’s Bert A. Polsky Humanitarian Award recipient. She will receive the award at the annual Bert A. Polsky Humanitarian Award dinner on Monday, Nov. 6. Learn more.
In partnership with The Center for Community Solutions, Akron Community Foundation recently completed an assessment of pressing needs facing our community, with housing, mental health and public safety emerging as the top issues in Summit County. Read more.
Did You Know?
If your client is considering establishing a private foundation, a donor-advised fund at Akron Community Foundation may be a simpler, less expensive solution. Donor-advised funds offer many of the same benefits as a private foundation, but with none of the administrative hassles or payout requirements. We minimize the paperwork, allowing your client to focus on the joy of giving and creating a lasting legacy in the community.
Additional Resources

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Laura Lederer
Senior Director of Development & Advisor Relations
330-436-5611
Akron Community Foundation 
345 West Cedar St., Akron, OH 44307
Office Hours: 9 a.m. to 5 p.m., Monday through Friday