Publications
The One Big Beautiful Bill Act makes timing everything for charitable planning: 2025 offers a window to bunch gifts and maximize deductions before 2026 limits change the math. Here’s what advisors need to watch—higher standard deductions, a coming non-itemizer write-off, and how the Community Foundation...
Colby Cyrus, CAPM et Frank Ridzi, Ph.D. présentent notre analyse de la fréquence des retards dans le financement des organisations locales à but non lucratif par l'État de New York. Des retards importants peuvent avoir des répercussions sur la capacité d'une organisation à mener à...
In anticipation of Susan’s upcoming appearance in October, we’re sharing some of her insights and lessons learned from helping a high net worth family build a lasting philanthropic legacy.
Over her 97 years, Ursula Hubby's generosity and kindness benefited countless Central New Yorkers. Now, her caring spirit carries on through charitable legacy that will continue to help others for generations.
Sitting down to write your own obituary probably doesn’t sound like an ideal way to spend an afternoon. But, after many years of charitable planning, I have found that it can also be the key to unlocking deeper purpose and clarity.