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For Attorneys & Financial Advisors
How to InterAct
As trusted advisors, you know the value of partnering with other firms to find solutions for your clients. InterAct for Change is a new philanthropic avenue for clients seeking a trusted partner to make their giving count.
InterAct for Change is a 501(c)(3) organization that works with people and nonprofits with a strong desire to achieve measurable results through charitable giving and venture philanthropy.
Our role is to design and implement meaningful charitable strategies for individuals, families, foundations, philanthropic funds, and giving collaboratives. Our mission, vision and values are broad, and our expertise encompasses a wide variety of charitable passions, subject matters, and geographic locations.
Philanthropy is Changing
Donors today want to give more than money—they seek to solve problems. They are focused on issues rather than institutions. They are willing to take risks and try ideas. As quoted in High Impact Philanthropy, by Kay Sprinkel Grace and Alan L. Wendroff, donors are focused on “funding change, not charity.” They want to give time, talent, and resources, often in collaboration with other active, passionate givers to maximize impact.
At InterAct for Change, our clients are partners in the giving process. We work with individuals and families, corporate and private foundations, entrepreneurs and emerging philanthropists, and nonprofits looking for a philanthropic partner.
Benefits to Advisors
As an advisor, you can trust that clients you refer to InterAct for Change will be handled professionally by experienced staff. Our organizational values and confidential services create a culture that offers a superlative philanthropic experience for your clients. In short, InterAct for Change provides:
- A personalized continuum of care—from your office to ours.
- A seamless feedback loop with clients you refer.
- Learning opportunities in philanthropy, such as how to give effectively and achieve satisfactory results.
- Ease of administration and a structural framework to carry out the client's philanthropic goals.
- InterAct for Change does not provide legal, financial, tax, or investment advice.
As an advisor, you maintain your primary advisory relationship with your clients. InterAct for Change s scope of work varies, based on your client s charitable needs and goals. Call Penny Friedman or Susan Ingmire at (513) 458-6680 to refer your clients to InterAct for Change.
What We Do
- Identify, ignite, and guide passions and ideas into active giving strategies.
- Provide seamless services and support for the implementation of giving strategies.
- Connect and leverage a client's passions, interests, resources, and capabilities.
- Educate and engage families and the next generation in age-appropriate giving experiences.
- Create positive, exponential impact and measurable results.
- Work with personal and professional advisors in a holistic way to achieve the client's goals.
Deliverables
- An individualized, strategic philanthropic plan.
- Client-driven, flexible, and customized advisory and administrative services.
- Privacy and confidentiality.
- “Back-office” staff support for foundations, corporations, individuals, and nonprofit organizations.
- Innovative, sustainable solutions across a full spectrum of issues and causes.
- Opportunities to collaborate with diverse partners.
- Accountability and results based on clear goals and strategies.
- Philanthropic education, including accessible information and training.
- Next-generation coaching.
- Intellectual capital and extensive knowledge of best practices in philanthropy.
- Technology for grants management, tax reporting, annual reports, etc.
- Assistance in connecting with national and international resources.
Key Information
InterAct for Change is a 501(c)(3) organization that is a 509(a)(1) public charity, governed by a volunteer Board of Directors. Our tax identification number is 30-0065901. InterAct for Change builds on the resources and strengths of its sister organization, The Health Foundation of Greater Cincinnati (a 501(c)(4) organization). InterAct for Change was created in 2007 when its predecessors, the Health Foundation Fund and BeneFactors, LLC, joined together to offer a 21st century model of philanthropy. We jointly operate a state-of-the-art Conference Facility in our offices at Rookwood Tower in Cincinnati, Ohio, that is available free of charge to charitable organizations. Visit our website at www.interactforchange.org for more information and directions. There is no charge for an initial consulation with you or your clients.