Publications
Throughout her life, Teresa Motz brought people together with creativity, compassion and an unwavering belief in human dignity. Today, her legacy lives on through a lasting gift that will support healing and hope for individuals facing life’s toughest challenges.
New York’s estate tax “cliff” creates a narrow but critical planning window: In 2026, estates near the state’s $7.35 million exclusion amount can face disproportionate tax consequences, making careful drafting and tools like charitable bequests and “Santa Clause” provisions essential to preserve more for heirs...
Marjorie Dey Carter spent her life opening doors for others. As Syracuse City School District’s first Black teacher, she taught generations of children to see their own promise. In her passing, she continued that legacy, directing her estate to the Community Foundation to strengthen the...
Three clients, one common theme: In 2025, giving early, donating appreciated stock and using Qualified Charitable Distributions can help people save on taxes and support the charities they care about through the creation of a donor-advised or designated fund.
Giving Voice Fall 2025: Grantee Story
Giving Voice Fall 2025: Granting Matters
Giving Voice Fall 2025: Cover Story
Giving Voice Fall 2025: Giving Matters
