431 East Fayette Street     Suite 100     Syracuse, NY 13202     Tel: 315.422.9538
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Grace Ghezzi

In my role as an accountant and financial planner, I always bring up the topic of charitable giving with my clientsduring estate or financial planning conversations. Charitable clients love to learn that there are many options forgiving to charity that can be tailored to fit their unique needs.

For example, someone who wants to offset a big tax liability in a given year may want to consider opening a donoradvisedfund at the Community Foundation. They can make a larger contribution to the fund to offset federal andstate taxes or capital gains, but still maintain their routine support of their favorite charities by distributing grantsfrom the fund on their timeframe.

Those of my clients that work with the Community Foundation have developed positive relationships with theorganization and continue to use their funds year after year for their charitable giving. The staff make it easy toset up and administer a fund so donors know they are in compliance with all rules and regulations without liftinga finger. I have confidence in the Community Foundation’s ability to assist my clients’ charitable giving needs.

If you're interested in opening a fund, learn more here.