Creating Impact: A Cleveland Foundation Resource for Professional Advisors Welcome to the inaugural issue of "Creating Impact," the Cleveland Foundation e-newsletter for professional advisors. Our goal is to help you and your clients navigate the charitable landscape, from pandemic to prosperity. We stand ready to give you fresh insights on how your clients can fulfill their charitable giving intentions, whether they wish to impact our community now or create philanthropic legacies that will enhance the lives of future generations.
Look for forthcoming issues of "Creating Impact" as a way for us to stay connected with you and provide timely content and strategies for you and your clients. |
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Meet Our Gift Planning Team |
Virtual “Lunch” and Learn: Philanthropic Services Built for Your Clients
Tues., Aug. 25, Noon-1 p.m.
Join us for an interactive conversation about charitable giving trends, options and opportunities and what it means to have a strategic partnership with the Cleveland Foundation. This session is open to financial planners, attorneys, accountants, insurance agents and other professionals interested in learning how collaborating with the Cleveland Foundation can add value to their practice and for their clients. |
| Contact us for more information or to schedule a customized virtual or in-person session for your team. |
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Annual Continuing Education Seminar
Save the Date: Sept. 23
Our annual Continuing Education event for professional advisors is set for Weds., Sept. 23. Join us for a lunchtime virtual panel discussion on “The Unprecedented New Normal: How Professional Advisors Can Navigate Through the Current Environment.” Panelists include Michael T. Novak, CPA, PFS, AEP, Founder & Managing Director of Wellspring Financial Advisors; Susan D. Krantz, CPA, CGMA, Partner at Zinner & Co.; and David M. Lenz, Esq., Managing Partner of Schneider Smeltz Spieth Bell. Details to follow. |
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Coming Soon: Charitable Planning 101 CLE
This 1.00 hour CLE/New Lawyer Training (pending approval) will offer an overview of charitable planning, including philanthropic trends and opportunities, common charitable giving techniques and practical information to help ensure your clients’ charitable intentions are honored. This session is geared toward newer attorneys or those looking for a charitable planning “refresher” course. Details to follow later this fall. |
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Announcing the Launch of the Greater Cleveland Digital Equity Fund
The COVID-19 pandemic has thrown a spotlight on and exacerbated systemic digital inequities in Greater Cleveland, barring students from accessing their education in an age of remote learning, preventing underemployed and unemployed adults from finding or applying for jobs, and denying residents – especially older adults – access to medical support through telehealth services. More than one in five households in Cuyahoga County has no internet access of any kind, with more than half of Cleveland households that make less than $20,000 completely disconnected from the digital world. Additionally, more than half of Cleveland seniors over the age of 65 have neither a home computer nor internet access.
Together with Cuyahoga County and T-Mobile, the Cleveland Foundation has announced the creation of the Greater Cleveland Digital Equity Fund, which will address the digital divide throughout Greater Cleveland. Initially launched with $3 million in commitments, the fund will strategically and efficiently address immediate and long-term needs surrounding broadband access, computing devices, digital literacy and technology support. |
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Cleveland Foundation Annual Meeting Week
Presented by KeyBank: Aug. 31 - Sept. 4
We invite you to kick off the fall season with an exciting, free virtual event series focused on coming together to design a clear, inclusive vision for Greater Cleveland that is centered on recovery, resiliency and an equitable future for all. The Cleveland Foundation Annual Meeting Week Presented by KeyBank: 2020 Community Vision features partnerships and community events with The City Club of Cleveland, Philanthropy Ohio, the American Journalism Project, Knight Foundation and more! |
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