Each fall, we host an annual continuing education breakfast for professional advisors to learn more about charitable giving tools and techniques. This serves as an appreciation event for our professional advisor network in Central New York. View our event calendar for information on this year’s event.

The following topics were featured over the past few years. You can contact Pragya Murphy at pmurphy@cnycf.org for a copy of presentation materials from these previous events.

2019: Wealth Management for a Brave New World by E. Hugh Magill

The structure of the family has changed dramatically since the 1950’s, when many of our traditional estate, charitable and financial planning strategies were developed. This presentation provides an overview of changing generational attributes, marital practices and family structures, and examine their implications for planning, trust design and family collaboration and governance.

2018: Charitable Remainder Trusts by Phillip L. Burke, Esq.

A charitable remainder trust (CRT) can be an excellent way for a donor to create an income stream. When interest rates are increasing, the CRT may become an even better tool because increasing rates improve the charitable deduction received by the donor. This program will help you understand different types of CRTs and when they are useful in your planning for clients including best practices and case studies.

2017: Practical Charitable Planning by Pamela Jones Davidson, J.D.

This program will help you achieve your clients’ personal planning and charitable objectives by identifying who should consider charitable plans, when they should do so and which assets they should contribute. These plans can be built to maximize advantages by furthering estate, tax, retirement and financial planning goals during one’s lifetime or after one’s passing through estate planning.

2016: Stupid Charitable Tricks: Planning Mistakes I Have Seen by Ramsay Slugg

Well-intentioned gifts to charity may produce unexpected bad results, for both the donor and the charity. Often the gifted asset is not the most tax efficient asset to give. Further, increasingly complex investment and compensation structures often disguise the true nature of an asset leading to a reduced charitable deduction for the donor and unexpected tax consequences for the charity.

2015: Successful Charitable Gifts of Real Estate by Michael Degenhart

Real estate represents a large portion of our net worth, but it is often one of the last types of charitable gifts to be considered. This session uses case studies to cover the range of options for gifting real estate from basic approaches to creative charitable planning techniques. Attendees learned to recognize real estate gift opportunities as well as understand the real estate gift process. When used in conjunction with other charitable gifts including life insurance and investments, real estate gifts can maximize the donor’s charitable impact as well as distribute assets effectively to their heirs.

Advisor News & Stories

Grace Ghezzi Headshot
Stories February 17, 2021

'Popping The Question' About Charitable Giving: Grace Ghezzi

Hear from Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, President & Financial Consultant, Grace B. Ghezzi ...

hand holding growing money
Blogs December 2, 2020

Donor-Advised Fund Forecast

Donor-advised funds have garnered increasing popularity as charitable vehicles for their flexibility, administrative ease, and ...

Gary Germain headshot
Stories November 19, 2020

Gary Germain

“A donor-advised fund at the Community Foundation eliminates those issues and simplifies a family’s tax ...

Anne Ruffer's headshot
Blogs November 18, 2020

'Popping The Question' About Charitable Giving: Anne Ruffer

Hear from Anne Ruffer, Esq., Managing Partner and Member of Executive Committee, Mackenzie Hughes, LLP, on ...

Grace Ghezzi sitting in the office
Stories October 17, 2020

Grace Ghezzi

Charitable clients love to learn that there are many options for giving to charity that ...

The Wordens standing in their home
Stories September 17, 2020

Mark and Reghan Worden

Mark and Reghan wanted to maximize the benefit of their contribution to local organizations and ...

hand holding growing money
Blogs September 2, 2020

Estate Planning Surge: Coronavirus Creates Renewed Interest in Wills and Estate Gifts

We asked our former board member and founder of the Scolaro Law Firm, Rob Scolaro, ...

Christine Dettor and Emilee Hatch standing in their office
Stories August 17, 2020

Christine Woodcock Dettor & Emilee Lawson Hatch

“When our clients show interest in charitable planning, we feel very comfortable referring them to ...

David Holstein headshot
Blogs August 13, 2020

'Popping the Question' About Charitable Giving: David Holstein

Hear from David Holstein, Esq., Member & Board of Managers, Bousquet Holstein, PLLC, on how he ...

Grace Ghezzi Headshot
Stories February 17, 2021

'Popping The Question' About Charitable Giving: Grace Ghezzi

Hear from Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, President & Financial Consultant, Grace B. Ghezzi ...

hand holding growing money
Blogs December 2, 2020

Donor-Advised Fund Forecast

Donor-advised funds have garnered increasing popularity as charitable vehicles for their flexibility, administrative ease, and ...

Gary Germain headshot
Stories November 19, 2020

Gary Germain

“A donor-advised fund at the Community Foundation eliminates those issues and simplifies a family’s tax ...

Anne Ruffer's headshot
Blogs November 18, 2020

'Popping The Question' About Charitable Giving: Anne Ruffer

Hear from Anne Ruffer, Esq., Managing Partner and Member of Executive Committee, Mackenzie Hughes, LLP, on ...

Grace Ghezzi sitting in the office
Stories October 17, 2020

Grace Ghezzi

Charitable clients love to learn that there are many options for giving to charity that ...

The Wordens standing in their home
Stories September 17, 2020

Mark and Reghan Worden

Mark and Reghan wanted to maximize the benefit of their contribution to local organizations and ...

hand holding growing money
Blogs September 2, 2020

Estate Planning Surge: Coronavirus Creates Renewed Interest in Wills and Estate Gifts

We asked our former board member and founder of the Scolaro Law Firm, Rob Scolaro, ...

Christine Dettor and Emilee Hatch standing in their office
Stories August 17, 2020

Christine Woodcock Dettor & Emilee Lawson Hatch

“When our clients show interest in charitable planning, we feel very comfortable referring them to ...

David Holstein headshot
Blogs August 13, 2020

'Popping the Question' About Charitable Giving: David Holstein

Hear from David Holstein, Esq., Member & Board of Managers, Bousquet Holstein, PLLC, on how he ...

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