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An important quality of Whole Me is that when a person who is deaf walks into their office, they will likely be met by an employee who is also deaf.
Hear from Madelyn H. Hornstein, CEO, Dermody, Burke & Brown, CPAs, LLC, on how she “pops the question.”
“I realized that the people in this community were the same people who helped me build the business and become financially successful, therefore I knew I needed to give back to the community that helped me so much.”
Since completing his 35-year career at Welch Allyn, he has dedicated his time and resources to his growing family (grandchildren!) and improving the Central New York community.
Dr. James shared the Top 10 charitable planning strategies for financial advisors under the new tax law and the SECURE Act. Participants learned to help clients and grow their practice using charitable planning with special tips related to the new tax law.
“Day one you come in and you are paid even for your work on your health. Hope is how we all begin to fill that safety net.”
The Community Foundation recently distributed a new round of grants from its Black Equity & Excellence Fund. Grants from the fund support Black-led nonprofit organizations and projects that counteract systemic racism. Fourteen grants were distributed, totaling $248,000. ________________________________________________________________________________________________________
For this Lunch & Learn, we welcomed both professional advisors and donors!
We see the Community Foundation as an engine for transformative and societal change, ensuring our support will help future generations thrive.