Peter Dunn

Peter Dunn leads us through how our efforts have been recognized in recent months by organizations for which we have much respect.

Hear from Martin A. Schwab, Esq., Partner, Bond Schoeneck & King PLLC, on how he “pops the question.”

In this session, we featured advisors who spoke about philanthropy and the role that professional advisors play in their clients’ philanthropic endeavours. We: Discovered why advisors believe it’s important to bring up the topic of charitable giving Learned which stage you should bring up charitable...

Grace Ghezzi Headshot

Hear from Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, President & Financial Consultant, Grace B. Ghezzi Consulting, LLC., on how she “pops the question.”

Peter Dunn

Peter Dunn explores the collaborative unification of Say Yes Syracuse and the Central New York Community Foundation.

Anne Ruffer's headshot

Hear from Anne Ruffer, Esq., Managing Partner and Member of Executive Committee, Mackenzie Hughes, LLP, on how she “pops the question.”

Peter Dunn

Donor-advised funds are charitable giving accounts that allow donors to make grants to a wide variety of causes as their interests evolve over time.

David Holstein headshot

Hear from David Holstein, Esq., Member & Board of Managers, Bousquet Holstein, PLLC, on how he “pops the question.”

Peter Dunn

Peter Dunn writes about racial discrimination in the United States and the importance of the community investing in racial equity.

Hear from David Ayoub, Partner-in-Charge: Tax Department, Bowers & Company CPAs, PLLC, on how he ‘pops the question.’