Advisor Stories
Charitable clients love to learn that there are many options for giving to charity that can be tailored to fit their unique needs.
Mark and Reghan wanted to maximize the benefit of their contribution to local organizations and direct the money to where it’ll have the most impact.
“When our clients show interest in charitable planning, we feel very comfortable referring them to the Community Foundation.”
“This community is home; whatever we can do to ensure a bright future for Central New York, we should do it!”
Anne knows that her clients with charitable interests are in good hands when working with us.
“The Community Foundation is helping us provide other children with the invaluable gift of hearing.”
Jim wants Central New York to be a place where everyone can realize their personal dreams.
Lee and her husband, Joe, feel blessed by the support they have received over the years from the Central New York community.
Bob and his wife established a donor-advised fund at the Community Foundation many years ago so that they could build a personal charitable account over time.