431 East Fayette Street     Suite 100     Syracuse, NY 13202     Tel: 315.422.9538
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Betsy Hartnett

When my clients want to give back to the community and save on estate taxes, I help them incorporate charitable giving into their estate plans. I recommend considering the Community Foundation for any range of contribution, whether it be a small gift to the broad-reaching Community Fund or the establishment of a new fund that benefits the causes they believe in.

If you would like to give charitably before the end of the tax year, I recommend setting up a donor-advised fund. These funds provide a simple way to make a charitable contribution to the community before year-end. The Community Foundation will take care of all of the necessary paperwork and filings for you, leaving you to focus on recommending when gifts will go to your favorite charities.

By setting up a fund at the Community Foundation or naming them as a beneficiary in your will, you ensure your charitable wishes are carried out in perpetuity.

 

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

Our website will be undergoing routine maintenance on Monday, January 21, 2019. Visitors may experience disruption of service during this time. Please contact us at (315) 422-9538 during our office hours for assistance: 8:30 am - 4:30 pm, Monday through Friday. Please note we are closed Monday, January 21 for Martin Luther King Day.