Grace Ghezzi sitting in the office

Grace Ghezzi

Charitable clients love to learn that there are many options for giving to charity that can be tailored to fit their unique needs.

In her role as an accountant and financial planner, Grace always brings up the topic of charitable giving with her clients during estate or financial planning conversations. Charitable clients love to learn that there are many options for giving to charity that can be tailored to fit their unique needs.

For example, she explained that someone who wants to offset a big tax liability in a given year may want to consider opening a donor-advised fund at the Community Foundation. “They can make a larger contribution to the fund to offset federal and state taxes or capital gains, but still maintain their routine support of their favorite charities by distributing grants from the fund on their timeframe,” she said.

Grace’s clients who work with us have developed positive relationships with the organization and continue to use their funds year after year for their charitable giving.

“I tell my staff that the Community Foundation makes it easy to set up and administer a fund so donors know they are in compliance with all rules and regulations without lifting a finger,” she said. “I have full confidence in their ability to assist my clients’ charitable giving needs.”

Related Stories

hand holding growing money
Publications September 18, 2023

Helping your Clients Get Organized: Structure Is a Critical Step in Multi-Generational Philanthropy

Learn how Jeff Knauss and his wife use their donor-advised to engage their children in ...

Blogs September 15, 2023

Reflections: Continued Learning for Equity/Reflexiones: Aprendizaje Continuo para la Equidad

Yeisha Núñez-Denson, tells us about her experience joining our efforts toward an equitable internal work ...

Woman sitting with girl holding books
Blogs August 21, 2023

Unlocking Potential through Reading as A Book Buddy Volunteer

Juliet Nabinger, employee benefits senior specialist at OneGroup and Book Buddies Volunteer, shares how her ...

Family sits on porch of new home on Shuart Ave
Stories August 19, 2023

Impact Investing Profile: Home HeadQuarters

A $500,000 Program Related Investment (PRI) to Home HeadQuarters (HHQ) acted as a loan loss ...

Stories August 17, 2023

Impact Investing Profile: Cooperative Federal

A $250,000 secondary capital loan is helping Cooperative Federal expand lending in the Syracuse community.

Stories August 14, 2023

Impact Investing Profile: Pathfinder Bank

Pathfinder Bank tells us how a $500,000 deposit at their new Southwest Branch helped serve ...

Blogs August 7, 2023

Reflections: Amplifying Voices for Equity

Juliet Maloff, senior communications officer, explains how we are shifting some of our storytelling to ...

Children looking through binoculars on Syracuse street
Publications August 1, 2023

Payment Pending: CNY Nonprofit Funding Delays From the State Level

Colby Cyrus, CAPM and Frank Ridzi, Ph.D. outline our analysis of how often New York ...

News Releases July 27, 2023

LeadSafeCNY: A Look at our Neighborhood Investments

A new heat map demonstrates the impact of our neighborhood investments so far through the ...

hand holding growing money
Publications September 18, 2023

Helping your Clients Get Organized: Structure Is a Critical Step in Multi-Generational Philanthropy

Learn how Jeff Knauss and his wife use their donor-advised to engage their children in ...

Blogs September 15, 2023

Reflections: Continued Learning for Equity/Reflexiones: Aprendizaje Continuo para la Equidad

Yeisha Núñez-Denson, tells us about her experience joining our efforts toward an equitable internal work ...

Woman sitting with girl holding books
Blogs August 21, 2023

Unlocking Potential through Reading as A Book Buddy Volunteer

Juliet Nabinger, employee benefits senior specialist at OneGroup and Book Buddies Volunteer, shares how her ...

Family sits on porch of new home on Shuart Ave
Stories August 19, 2023

Impact Investing Profile: Home HeadQuarters

A $500,000 Program Related Investment (PRI) to Home HeadQuarters (HHQ) acted as a loan loss ...

Stories August 17, 2023

Impact Investing Profile: Cooperative Federal

A $250,000 secondary capital loan is helping Cooperative Federal expand lending in the Syracuse community.

Stories August 14, 2023

Impact Investing Profile: Pathfinder Bank

Pathfinder Bank tells us how a $500,000 deposit at their new Southwest Branch helped serve ...

Blogs August 7, 2023

Reflections: Amplifying Voices for Equity

Juliet Maloff, senior communications officer, explains how we are shifting some of our storytelling to ...

Children looking through binoculars on Syracuse street
Publications August 1, 2023

Payment Pending: CNY Nonprofit Funding Delays From the State Level

Colby Cyrus, CAPM and Frank Ridzi, Ph.D. outline our analysis of how often New York ...

News Releases July 27, 2023

LeadSafeCNY: A Look at our Neighborhood Investments

A new heat map demonstrates the impact of our neighborhood investments so far through the ...

View More