431 East Fayette Street Suite 100 Syracuse, NY 13202 Tel: 315.422.9538
The following materials will help you and your clients learn more about the imminent transfer of wealth in Central New York and navigate the charitable giving process with the Community Foundation. Can't find what you are looking for? Contact us at 315-422-9538 or info@cnycf.org. 


Watch and share this video, featuring Marion Hancock Fish, that highlights how 5% can make a difference in Central New York.

Transfer of Wealth Data

Central New York Data
Cayuga County Data 
Cortland County Data 
Oswego County Data 
Madison County Data
Onondaga County Data

Brochures & Fact Sheets

Name Topic File Type
CRT Sample Agreement Charitable Remainder Trusts Sample Fund Agreement
DAF Sample Agreement Donor-Advised Funds Sample Fund Agreement
Designated Fund Sample Agreement Designated Funds Sample Fund Agreement
FOI Fund Sample Agreement Field-of-Interest Funds Sample Fund Agreement
Bequest Sample Language Wills & Bequests Sample Language
Agency Fund Sample Agreement Nonprofit Agency Funds Sample Fund Agreement
Private Foundations vs. Donor Advised Funds Donor-Advised Funds Client Resource
Scholarship Fund Sample Agreement Scholarship Funds Sample Fund Agreement
Stock Transfer Instructions Stock Transfer Instruction
Legacy Society Form Wills & Bequests Form
Legacy Giving Brochure Giving to the Community Foundation Client Resource
Scholarship Funds Fact Sheet Scholarship Funds Client Resource
Real Estate Gifts Fact Sheet  Giving to the Community Foundation  Client Resource 
Top Ten Ways to Use Donor-Advised Funds Fact Sheet  Donor-Advised Funds  Client Resource 
Community Fund Fact Sheet  Giving to the Community Foundation  Client Resource 
Gifts of Securities Fact Sheet Giving to the Community Foundation Client Resource
Designated Funds Fact Sheet Designated Funds Client Resource
Creating a Scholarship Fund Fact Sheet Scholarship Funds Client Resource
Nonprofit Agency Funds Fact Sheet Nonprofit Agency Funds Client Resource
Field-of-Interest Funds Fact Sheet Field-of-Interest Funds Client Resource
Donor-Advised Funds Fact Sheet Donor-Advised Funds Client Resource
Transfer of Mutual Fund Shares Mutual Fund Shares Resource
Private Foundation Conversion Checklist for Scholarships Private Foundations Form
Your Legacy. Your Plan. Legacy Giving Client Resource


  • Barbara Genton

    I wanted to do something to give back to the organizations that have helped me in my own life.

  • Jim Mackin

    I want Central New York to be a place where everyone can realize their personal dreams.

  • Letty Murray

    I feel strongly that my family's legacy of generosity should continue on long after I'm gone.

  • Mansukh Shah

    Whatever we can do to ensure a bright future for Central New York, we should do it!

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