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. 

2016: Stupid Charitable Tricks: Planning Mistakes I Have Seen
 

 2015: Successful Charitable Gifts of Real Estate
 


2014: Case Studies in Charitable Gift Planning through Life Stages - Pragmatic Options for Your Clients

 


2013: Making Charitable Estate Planning Work for Business Owners

 


2012: Retirement Accounts: Planning Optimal Outcomes for Family, Charitable and Tax Advantages

 


2011: Advanced Charitable Brainteasers: Common Problems and Uncommon Solutions


2010: Creative Charitable Planning with Non-Cash Assets

 


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.