431 East Fayette Street Suite 100 Syracuse, NY 13202 Tel: 315.422.9538

The Community Foundation recognizes the key role that you, as your clients’ professional advisor and confidant, play in addressing their charitable interests in a way that makes sense in the context of their unique personal situation. And as someone who lives and works in Central New York, you also care about the future of our region.

We encourage you to ask your clients about their charitable goals in the financial and estate planning process. Start simply by asking:
  • Do you have charities that you support on an annual basis? 
  • Do you want to include these in your plan?
  • If I could show you how to maximize your giving from a tax and impact perspective would you be interested in exploring that?
Then continue that conversation by including the Community Foundation.


We invite you to learn more about the distinctive services the Community Foundation offers, and ways you can help your clients make a difference for the future of Central New York.

Set up a Meeting: Contact us to request a private meeting or to set up an information session at your advisory firm. 

View the Data: In the next few years, $22 billion is expected to transfer from one generation to the next through probate estates.

Benefits for Your Clients: How your clients can gain from establishing endowments with the Community Foundation

Ways to Give: Various giving options the Community Foundation can provide your clients

Resources: Handouts, articles and sample planned gift and will language that you can utilize with your clients

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  • The Reids

    It feels wonderful to know we can make a difference even after we are gone.
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  • Mary Mathews

    After I am gone, myfund will still be giving in my parents’ names to support the current needs of our community.
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  • Anne Lloyd

    I now feel a strong desire to help others by giving back to the same community that so greatly impacted my life.
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  • Lee Gatta

    My husband Joe and I decided to pay support forward by establishing a charitable giving plan.
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