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.

Giving Stories

Bob Vitkus stands outside
Stories April 5, 2022

Tomorrow's Neighborhood's Today in Action

Dr. Robert J. Vitkus adored the outdoors, and Tomorrow's Neighborhood's Today seeks to continue his ...

Stories January 31, 2022

Mayor Anthony Henninger | Syracuse Legend

Despite never attending college himself, his dedication to education and the improvement of local school ...

George Wortley
Publications January 20, 2022

From Newspaper Publisher to Congressman, George Wortley was a Man for the People

George listened to each constituent and valued their time. He appreciated talent whether it was ...

Publications December 9, 2021

The Bastable Family Collection

Giving Voice Fall 2021

Steve and Elaine Jacobs stand in front of the CNY Philanthropy Center.
Publications November 15, 2021

Steve and Elaine Jacobs: Giving from the Heart

“I realized that the people in this community were the same people who helped me ...

family standing at beach at sunset
Blogs July 19, 2021

Wealth Planning: Charitable Giving Across the Generations

Jan Lane, development officer, takes a look at the changing landscape of generational philanthropy.

Oneida Community Mansion House
Publications June 8, 2021

Lang and Nini Hatcher

“They were sensationally good parents,” Joe remarked. Lang and Nini will both be remembered fondly ...

Stories May 14, 2021

Ray and Linda Straub

By working hard and being thoughtful with their spending, the pair had everything they needed ...

Lee Gatta and Joe Redick
Publications February 16, 2021

Lee Gatta & Joe Reddick: Community Caregivers

Lee Gatta and her husband, Joe Reddick, feel blessed by the support they have received ...

Bob Vitkus stands outside
Stories April 5, 2022

Tomorrow's Neighborhood's Today in Action

Dr. Robert J. Vitkus adored the outdoors, and Tomorrow's Neighborhood's Today seeks to continue his ...

Stories January 31, 2022

Mayor Anthony Henninger | Syracuse Legend

Despite never attending college himself, his dedication to education and the improvement of local school ...

George Wortley
Publications January 20, 2022

From Newspaper Publisher to Congressman, George Wortley was a Man for the People

George listened to each constituent and valued their time. He appreciated talent whether it was ...

Publications December 9, 2021

The Bastable Family Collection

Giving Voice Fall 2021

Steve and Elaine Jacobs stand in front of the CNY Philanthropy Center.
Publications November 15, 2021

Steve and Elaine Jacobs: Giving from the Heart

“I realized that the people in this community were the same people who helped me ...

family standing at beach at sunset
Blogs July 19, 2021

Wealth Planning: Charitable Giving Across the Generations

Jan Lane, development officer, takes a look at the changing landscape of generational philanthropy.

Oneida Community Mansion House
Publications June 8, 2021

Lang and Nini Hatcher

“They were sensationally good parents,” Joe remarked. Lang and Nini will both be remembered fondly ...

Stories May 14, 2021

Ray and Linda Straub

By working hard and being thoughtful with their spending, the pair had everything they needed ...

Lee Gatta and Joe Redick
Publications February 16, 2021

Lee Gatta & Joe Reddick: Community Caregivers

Lee Gatta and her husband, Joe Reddick, feel blessed by the support they have received ...

View More