Partner in Philanthropy Award
The Partner in Philanthropy Award honors estate planning attorneys, financial advisors, tax accountants and life insurance professionals who prioritize philanthropy in their service to clients and have helped many clients achieve their charitable goals either during their lifetime or as part of a legacy for future generations. They are committed to the community and their work to support philanthropy and encourage charitable giving across Central New York.
past Partner In Philanthropy Award recipients
Karin Sloan DeLaney, Esq.
Karin Sloan DeLaney is a Member of Bousquet Holstein PLLC, working in the firm’s Syracuse office with the Trusts & Estates Practice Group. With 30 years of experience, she counsels clients in all aspects of estate planning and administration, including the preparation of wills and trusts, estate tax planning, long-term care planning, and business succession planning. Before joining Bousquet Holstein, Karin was the founding member and sole practitioner of Sloan DeLaney, PC, a boutique trusts and estates law firm in Baldwinsville, New York. Prior to building her Central New York practice, she began her career handling high-net-worth estate planning at a prominent New York City law firm. She is a frequent author and lecturer on the intricacies of estate planning. Karin’s commitment to the Central New York community is evident through her extensive nonprofit and civic involvement. She is a former Board Member of the Central New York Community Foundation and currently serves on its Professional Advisor Council. She has also served as a Past Board Member of the Visiting Nurses Association/Nascentia and Home Aides of Central New York and several local community organizations in her hometown of Baldwinsville. Professionally, Karin is a member of the New York State Bar Association’s Trusts and Estates and Elder Law Sections, a member of the Estate Planning Council of CNY, and holds membership in the Greater Baldwinsville and Greater Liverpool Chambers of Commerce. She has been recognized as an Upstate New York Super Lawyer and received the Advisor of the Year award from the American Cancer Society (Northeast Region) in 2017. Personally, Karin is a hometown Syracuse native who will always root for the Orange and believe in the power of community. Married to another Syracuse native, her husband Joel, she is the very proud mother of two sons. She keeps herself honest and centered by spending as much time as possible with her off-the-track Standardbred horse named John. Read More:
Bill Kriesel AEP®, CFP®, CPA/PFS
When Bill received the Partner in Philanthropy Award, he was serving as the managing member of Diversified Capital Management, an investment advisory firm in Syracuse. With over 35 years of experience in accounting and over 25 years in financial planning, Bill focused on comprehensive financial planning, estate and retirement planning, insurance planning, investment planning, education planning, and business advisory services. His deep expertise and breadth of experience helped him see his clients holistically. Read More
Caragh Fahy, CFP®
When Caragh served on the Community Foundation board, she had more than 20 years of experience in the financial services industry. Caragh earned the Certified Financial Planner™ certification through the American College. She was Past-President and board member of the Financial Planning Association (FPA). She was also invited to be one of 500 financial advisors to attend the exclusive Barron’s Top Women’s Summit. Prior to joining the board, Caragh served on the Community Foundation’s Professional Advisory Council. She also formerly served as Chair of the Women’s Fund of Central New York, an affiliate fund of the Community Foundation, which provides grants to local organizations that serve the needs of women and girls. Read More