Planned Giving

Planned giving is one way that your clients can secure their charitable legacy while also reducing the taxable portion of their estate.

Planned gifts can take the form of gift annuities, bequests, charitable trusts, insurance policies, retirement accounts, and remainder interest in real estate. Read more about each of these options.

Use our Compliance NOW Charitable Planning Calculator for an advanced calculation system that is designed to help gift planning advisors calculate the exact amount of a charitable contribution deduction. When the donor claims a charitable contribution deduction, they are required to show the IRS the steps used in the calculation. Compliance NOW does this by providing a detailed report that is suitable for inclusion with the donor's tax return.

Let us make your job easier!

We encourage you to contact us by phone at 315-422-9538 or by email to discuss your client’s particular situation. Development staff can customize materials and fund agreements for presentation to your client, and can meet with your client separately or at your office.

Our 85th Anniversary

The Central New York Community Foundation is celebrating its 85th Anniversary with various celebrations and grantmaking opportunities over the course of 2012.

The CNY85 Giving Project

The CNY85 Giving Project will award grants to projects that are addressing Central New York's greatest needs. Winners will be decided by public vote. Learn More

The CNY85 Collaborative Impact Prize
The CNY85 Collaborative Impact Prize will award a special one-time grant of $85,000 to a project will that support the implementation of an innovative, collaborative, cross-sector solution to a critical community issue. Learn More

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