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

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
Stories 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 ...

Black female and male sitting at table and talking
Publications February 16, 2021

Where There’s a Will, There’s a Way to Make a Difference

It is commonplace for many of us to avoid estate planning for a whole host ...

Collage photos of Bob Vitkus fishing and with friends and family
News Releases February 9, 2021

$10 Million Estate Gift From Dr. Robert J. Vitkus Will Preserve Nature for Central New Yorkers to Enjoy

When Bob Vitkus passed away last year, his estate named the Community Foundation the recipient ...

Stories January 28, 2021

Jef Sneider & Gwen Kay

Through their work in the fields of medicine and education, Jef Sneider and Gwen Kay ...

Donald Trufant
Stories January 8, 2021

Donald Trufant

Thanks to the generosity of former Cayuga County resident Donald Trufant, a $3 million scholarship ...

Mary Thorpe
Stories January 8, 2021

The Thorpes

The generosity of this brother-sister team will now carry on into perpetuity. Already it has ...

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
Stories 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 ...

Black female and male sitting at table and talking
Publications February 16, 2021

Where There’s a Will, There’s a Way to Make a Difference

It is commonplace for many of us to avoid estate planning for a whole host ...

Collage photos of Bob Vitkus fishing and with friends and family
News Releases February 9, 2021

$10 Million Estate Gift From Dr. Robert J. Vitkus Will Preserve Nature for Central New Yorkers to Enjoy

When Bob Vitkus passed away last year, his estate named the Community Foundation the recipient ...

Stories January 28, 2021

Jef Sneider & Gwen Kay

Through their work in the fields of medicine and education, Jef Sneider and Gwen Kay ...

Donald Trufant
Stories January 8, 2021

Donald Trufant

Thanks to the generosity of former Cayuga County resident Donald Trufant, a $3 million scholarship ...

Mary Thorpe
Stories January 8, 2021

The Thorpes

The generosity of this brother-sister team will now carry on into perpetuity. Already it has ...

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