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Smart Money Newsletter

Our quarterly newsletter for professional advisors provides helpful charitable planning tips and updates.
You can access past issues below. Do you want to subscribe? Click here to sign-up.

Wondering how to start a conversation about charitable giving with your clients? Or looking to refresh your approach? We’re asking some of Central New York’s most experienced professional advisors how they “pop the question” about charitable giving to their clients. Read Popping the Question.

Click on headers of table to sort or search by keyword in the field below.
Year Month Topic(s)
2019 June 3 Pivotal Questions for Your Clients
2019 March A Business Sale Is More Than a Transaction. Its a Major Life Transition.
2018 December CNY Vitals: Making It Easier to Make a Difference
2018 September Using the Charitable IRA Rollover to Jumpstart Legacy Giving
2018 June Tax Reform: Changes to Charitable Giving?
2018 March What Your Estate Planning Clients Wish You Were Asking
2017 December Florida Residency: It Doesn’t Have to Change New YorkState Charitable Giving by Marion Hancock Fish, Esq.
2017 September Gifts of Life Insurance: Three Case Studies
2017 June Market Highs: Minimizing Impact of Capital Gains for Charitable Clients
2017 March Honoring Client Relationships and Retaining Assets
2016 December Incorporating Charitable Planning in My Client Work
2016 September How to Save Your Clients Money by Giving the Best Asset
2016 June Three Pivotal Questions for your Clients
2016 March The Best Advisors Provide Planning That Survives for Generations
2015 December Implementing Local Legacy Simply: By Anne Ruffer
2015 September Leaving Your Client’s Retirement Account to Charity AND Children  
2015 June Focus on Transfer of Wealth: How 5% Can Make a Difference
2015 March 5 Ways to Achieve Success in Next Generation Engagement
2014 December Using Donor-Advised Funds to Help Your Clients
2014 September Supporting Your Community and Growing Your Businessthrough Wealth Transfer
2014 May Gifting Life Insurance, Part II
2014 January Help Your Clients Receive the Recognition They Deserve: Legacy Society, Gifting Life Insurance
2013 November End of Year Charitable Considerations for Your Clients
2013 August “Longevity Insurance”: Reducing Retirement Income Making Charitable Anxiety with Deferred Charitable Gift Annuities
2013 February Retirement Plans and Charitable Giving, Part 2, New Gift Planning Officer
2012 November  Retirement Plans and Charitable Giving
2012 August  Charitable Gifts of Real Estate
2012 May  Using a Designated Fund to Protect a Client's Charitable Goals
2012 February  Charitable Giving for Closely Held Business Owners
2011 November  Five Percent of Local Estate Transfers Will Go a Long Way
2011 August  MyGiving: Fundholders Can Now Access Funds Online


Watch Video: What is the Central New York Community Foundation?



 

Community Foundation staff is available to discuss specific charitable giving scenarios,  provide materials or gift illustrations, and attend joint meetings with your clients if appropriate. Contact us by phone at (315) 422-9538 or fill out this form.