How to Give

Plan now. Give Later.

Incorporating charitable giving into your estate plan can sound complex at first, but philanthropic planning can be as simple as including a bequest in your will. This type of planning can also encompass much more than a simple bequest. Your goals may be to provide for your loved ones, reduce taxes and remember worthy causes. There are a variety of techniques available that have mutual benefit to you, your community, and your favorite charitable organizations, both now and into the future.

5forCNY Giving Vision Sessions

Sign up for a one-on-one virtual conversation to explore your giving goals. You will be guided through a series of values-based exercises that will help you craft a charitable mission and vision statement. This will be valuable to first-time philanthropists and longtime givers alike. Creating a charitable mission and vision statement will help to define and clarify how you wish to make a difference.

However you express your generosity – whether it’s through monetary support, volunteering, advocating for a cause, sharing expertise or spreading kindness – you will walk away from this session with a personal blueprint for greater, more impactful giving.

The Community Foundation is offering these no-cost sessions as part of its mission to inspire greater giving in the community. Sessions are offered virtually on a responsive, rolling basis. To schedule a session or learn more, please contact Jan Lane at jlane@cnycf.org or 315-883-5546 for more details.

Learn more about legacy giving and ways to give.

Advisors, learn more about how we work with your clients.