431 East Fayette Street     Suite 100     Syracuse, NY 13202     Tel: 315.422.9538
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Annual Continuing Education Event for Professional Advisors

Each fall, the Community Foundation hosts an annual continuing education breakfast for professional advisors to learn more about charitable giving tools and techniques. You can view past presentation materials below. 

2019

Wealth Management for a Brave New World

 

     Booklet

 

     Slide Deck for Presentation

2018

Charitable Remainder Trusts

2017

Practical Charitable Planning


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.