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.
Colby Cyrus, CAPM and Frank Ridzi, Ph.D. outline our analysis of how often New York State funding to local nonprofits is delayed. Significant delays can result in repercussions for an organization’s ability to carry out its mission.
Hear from Pragya Murphy, MBA, CAP®, Senior Philanthropic Advisor, on you can help your clients leverage potential future liquidity events to support the community causes they care most about.