Publications
The unexpected and unrestricted nature of Lucy’s bequest echoes the quiet yet profound impact individuals can have on causes they hold dear, even in the absence of overt support during their lifetime.
Education was a cornerstone for the Koerner kids, instilled by their successful and civic-minded parents. Now, their parents’ legacy of shaping young minds to supporting vital causes lives on through the Community Foundation, ensuring a brighter future for generations to come.
With the year is in full swing, now is a good time for advisors to review a few basic tax principles related to charitable giving. Here are three questions that are top of mind for many advisors, along with answers that can help you serve...
Giving Voice Winter 2024: Grantee Story
The Community Foundation’s 5forCNY initiative, which invites community members to give back to the region by setting aside a portion of their assets for Central New York charities, immediately resonated with Michael and Susan Meath.
Hear from Julia Trivisonno, a Senior Vice President and Key Private Bank Market Leader, on how applying financial psychology is critical to a person’s money mindset and the behaviors that follow, especially with charitable giving considerations.