新闻与故事
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!
Whether your clients are interested in making an immediate impact or planning to leave lasting gifts to charity and/or heirs, there are several strategies that make the IRA an ideal charitable giving vehicle.
$32,400 has been distributed to organizations in Oswego County!
Congratulations to Geri and Dana on their recent promotions!
We see the Community Foundation as an engine for transformative and societal change, ensuring our support will help future generations thrive.