Why Work With The Central New York Community Foundation?
How We Can Help
Because of the Community Foundation’s unique mission, we can assist you and your clients in achieving their goals in ways not available through other organizations or strategies. We partner with you. You stay in control of your clients’ financial relationships and we help you serve your clients’ charitable giving needs.
Many clients expect their advisors to be full-service institutions. When the charitable question is raised with your clients and you choose to engage the Community Foundation as a resource, we respect the relationship you have with your clients. We can meet with you and your client, provide needed charitable planning documents and execute the charitable due diligence. We make partnering with the Community Foundation easy for you and your clients.
The Community Foundation has been fulfilling the charitable wishes of people in our community since 1927. We are a trusted partner for generations of families. Our staff understands the community and the value of investing in a community through charitable giving.
A volunteer board of community leaders, a thoughtful and expert staff, knowledge of and commitment to the community, proven asset management, and grantmaking expertise all ensure that your clients’ charitable gifts will be carefully invested and administered according to your clients’ wishes.
Our staff can help structure a gift to meet your clients’ charitable and financial goals. We offer a variety of fund types and can accept a wide assortment of simple and complex assets that give you and your clients flexibility in achieving their charitable goals. Whether they might choose to support local, national or international charities, we can help your clients make a lasting difference.
What Can the Community Foundation Do for you?
Talking to Your Clients About GivingHow We Can Help
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