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Personal Planner
Gifts with Life Income
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated...
Washington News
No IRS Victory Lap on Direct File
On April 16, IRS Commissioner Daniel Werfel spoke before the Senate Finance Committee. Werfel discussed the...
Savvy Living
Choosing a Retirement Community
Can you help me find retirement communities that offer a range of housing options and care services, from...
Questions? / Contact our Gift Planning Team:
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Tammy Wernke »
Assistant Vice President, Gift Planning
513-556-6293
Liz Sauers »
Director, Gift Planning
513-556-6057
Dillon Westrich »
Assistant Director, Gift Planning
513-558-3842