المنشورات
Over her 97 years, Ursula Hubby's generosity and kindness benefited countless Central New Yorkers. Now, her caring spirit carries on through charitable legacy that will continue to help others for generations.
Sitting down to write your own obituary probably doesn’t sound like an ideal way to spend an afternoon. But, after many years of charitable planning, I have found that it can also be the key to unlocking deeper purpose and clarity.
Bellow, a native of Oswego, NY, chose to make the community her lifelong home. Through her legacy fund, Bellow plans to provide support to many groups, all of which reflect the causes most important to her — women, education, community needs and history.
Last year, we shared Lucy's story as an example of how even the most surprising gifts can leave a legacy. Since then, we have received additional photos of Lucy's life from her remaining family.
Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump on their charitable planning for 2025. As compelling as year-end giving may be, perhaps even more compelling are the...