SECURING OUR FUTURE
The power of giving together


In 50 years, $1.07 trillion is expected to pass from one generation to the next in Ohio. In just 10 years, $160.5 billion will have transferred.

National research projects a $53 trillion transfer of wealth across the United States. But while the average transfer nationwide will peak after 50 years, wealth transfer in many Ohio counties will crest in twenty to thirty years.



Much of this wealth is currently invested in family homes and farms, retirement accounts and other appreciated assets - some of which may be heavily taxed if given to heirs.

A one-time opportunity to create permanent benefits for the Tristate region
If only 5% of local wealth was earmarked for charitable endowment, the resulting $1.2 billion could generate millions every year for community projects and priorities in the Tristate region - forever.

The Greater Cincinnati Foundation (GCF) invites you to secure our future by dedicating 5% of your estate to improving the quality of life in our region.

When you give through GCF, we can establish a fund in your family name, in the name of a loved one, or the name of a cause that’s important to you. Endowed funds last forever and grow over time because the principal is never spent. Earnings are used to make grants in the name of your fund - creating a legacy of giving in the Tristate region. Learn more about endowment.

Ways to give
If you are retired, a planned gift from your estate may be more attractive to you and your family than a large gift today. You can leave a permanent legacy of giving, be a source of pride to your family and join others like you—building a stronger community.

Three easy ways to make a planned gift through GCF include:

  • Designate The Greater Cincinnati Foundation as the beneficiary of your IRA, 401(k) or other retirement account
    These assets can lose up to 70% of their value when passed to heirs; changing the beneficiary designation does not involve modifying your estate plan.
  • Designate The Greater Cincinnati Foundation as the beneficiary of a life insurance policy
    There is no need to modify your estate plan.
  • Ask your attorney to add The Greater Cincinnati Foundation to your estate plan

Talk to us and your professional advisor to learn about all of your giving options and choose the one that’s right for you and your community.


Transfer of Wealth Research Data

* Download the full report on private wealth transfer in Ohio
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Butler County Transfer of Wealth Data

Clermont County Transfer of Wealth Data

Golden Opportunity: Wealth Transfer Can Help Secure Region's Future

Hamilton County Transfer of Wealth Data

Warren County Transfer of Wealth Data

The Greater Cincinnati Foundation | 200 West Fourth Street | Cincinnati, Ohio 45202 | (513) 241-2880