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. 

2018

Charitable Remainder Trusts

2017

Practical Charitable Planning

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.