Publications
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.
Learn how Jeff Knauss and his wife use their donor-advised to engage their children in their philanthropy by participating in the decision-making process around where they direct support and where they volunteer their time.