Historias
“I realized that the people in this community were the same people who helped me build the business and become financially successful, therefore I knew I needed to give back to the community that helped me so much.”
Since completing his 35-year career at Welch Allyn, he has dedicated his time and resources to his growing family (grandchildren!) and improving the Central New York community.
Dr. James shared the Top 10 charitable planning strategies for financial advisors under the new tax law and the SECURE Act. Participants learned to help clients and grow their practice using charitable planning with special tips related to the new tax law.
“Day one you come in and you are paid even for your work on your health. Hope is how we all begin to fill that safety net.”
The Community Foundation recently distributed a new round of grants from its Black Equity & Excellence Fund. Grants from the fund support Black-led nonprofit organizations and projects that counteract systemic racism. Fourteen grants were distributed, totaling $248,000. ________________________________________________________________________________________________________
For this Lunch & Learn, we welcomed both professional advisors and donors!
We see the Community Foundation as an engine for transformative and societal change, ensuring our support will help future generations thrive.
The Black Equity & Excellence Fund allowed for optimization of UrbanTsyr online content with professionally enhanced videos and marketing of various initiatives.
Through the generous support of the Community Foundation’s Black Equity & Excellence Fund we produced, in April and July, two high-quality, main stage productions that were recorded and streamed.
Knowing that initiatives such as the BE&E Fund believes in your vision helps wounds become assets and lessens the ability for scars to become triggers.