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New IRA legislation has been enacted that may provide even more tax savings for you and your heirs. The SECURE Act continues to allow you to make qualified charitable distributions from your IRA if you are 70 ½ or older but delays the mandatory withdrawal age to 72. What does that mean for you?
Learn more about tax-smart ways to give from your IRA
In this series, we introduce you to financial advisors who've had great success helping their clients make an impact at Cincinnati Children's and beyond.
Lisa Riccardi wants to help her clients to achieve their philanthropic goals. She regularly works with our Legacy Planning team to help her clients who want to make an impact on pediatric care and research.
What is the most impactful gift you have helped a client achieve?
The most impactful gift I have helped a client achieve was one in which they were able to honor the memory of a loved one. This organization was one that the loved one was passionate about and dedicate time and talent too, so for my client to be able to give in their honor was so meaningful.
Describe a recent experience working with the legacy planning team at Cincinnati Children's.
The legacy planning team is a dedicated group of individuals who take so much pride in what they do each day. They are knowledgeable and are up to date on anything related to Children's.
What advice would you give advisors who are starting to engage in planned giving conversations with clients?
The advice I would give would be to let the client lead the discussion. We need to truly listen to our clients and what their wishes and desires are. We need to demonstrate that we are invested in them which then helps us become trusted advisors to the client. Planned giving is so much more meaningful when the client's true passion is displayed.
What is your favorite vacation spot?
Northern Wisconsin
What's the best book you read or TV show you watched last year?
Don't really have a best...maybe it's because I binge watch too much Netflix ! I do try to reach at least 1-2 books a month, anything that takes me away for a while is a good read.
What hobby brings you the most joy?
Spending time with family and friends.
If you want to learn more about working with our Legacy Planning team, contact Suzanne at [email protected] or Kelli at [email protected]. We love helping you help your clients.
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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
