Sally Alspaugh is an independent Chartered Advisor in Philanthropy™ nationally recognized for her ability to bring clarity and common sense to the complex issues of income and estate tax avoidance through philanthropic planning. She is also highly respected in the Cincinnati area for her family legacy work with high net worth families.
Sally has over 35 years experience in financial planning, charitable gifting, and family legacy experience. She helps high net worth families build family legacies and partners with nonprofits to motivate donors to transform involuntary social capital (taxes) to voluntary philanthropy (major gifts).
An engaging educator, speaker and lecturer, Sally presents advanced philanthropic and charitable giving strategies in a language all audiences can understand. Her presentations are rich in history, anecdotes, and real life case studies.
Sally obtained her life insurance license in the 1970s and received estate-planning training through the Connecticut General Life Insurance Company, later known as CIGNA. However, in 1991, she encountered the world of philanthropy, which forever changed the course of her career. Simultaneously Sally owned and operated the Clarus Group located in suburban Cincinnati. Clarus served their clients in dual capacities as fee-based consultants through Clarus Consulting and financial advisory and investment services through Clarus Financial. During that time Sally’s commitment to philanthropy deepened to become the major concentration of her career. Since 2007, when Sally sold her company to an employee, she has been 100% dedicated to philanthropic consulting.
Ms. Alspaugh has been a guest expert on radio and in print. For years, her column was featured in Eastside Weekend’s financial section. Sally has been a contributing writer for a client newsletter used by wealth advisors nationwide. She is a contributing author for Stop & Think: Important Financial Advice for You and Your Family compiled and edited by Sydney LeBlanc and Lyn Fisher.
Sally is president emeritus of International Association of Advisors in Philanthropy (AiP), a current board member of the AiP Foundation, and won the Scott Fithian Leadership Award in 2013. She is a member of the Cincinnati Estate Planning Council, former Trustee of The Greater Cincinnati Planned Giving Council, former advisor to The Greater Cincinnati Foundation, and current advisor to The Bethesda Foundation.
Sally has partnered with dozens of foundations and nonprofit organizations during her years as a philanthropic advisor, including Bayley Place, Bethesda Foundation, Bucyrus Hospital, Cincinnati Children’s Hospital, City Gospel Mission/City Ministries, Fine Arts Fund, Greater Cincinnati Foundation, Hospice of Cincinnati, Jewish Federation of Cincinnati, Lighthouse Youth Services, Lima Memorial, Ronald McDonald House, United Way Greater Cincinnati, University of Cincinnati Foundation, Warren County Foundation, St. Xavier High School, and Xavier University.