Publications
If the pandemic changed the way we learn, work, gather, celebrate and mourn, it also impacted the way we plan. However, advisors met the moment in kind by offering innovative ways to meet, discuss and implement plans.
Lee Gatta and her husband, Joe Reddick, feel blessed by the support they have received over the years from Syracuse and Central New York. It was the community’s support that inspired them to give back by establishing a charitable giving plan through the Community Foundation....
It is commonplace for many of us to avoid estate planning for a whole host of reasons, including avoidance or procrastination, the belief that it is strictly for older adults or those with lots of money or property, or simply because we don’t know where...
Caroline Palmer, known to her many relatives as Aunt Carol, made everyone feel special and worthy of her attention. Whether it was a family member, one of her second grade students, or a friend from church, Carol was considered a person you could count on...
Ron and Margaret Peckham believe you make a living by what you get, but you make a life by what you give. Through the Peckham Family Fund, they are making a life and a legacy in Central New York.
Donor-advised funds have garnered increasing popularity as charitable vehicles for their flexibility, administrative ease, and tax advantages.
