Advisor Stories
“When our clients show interest in charitable planning, we feel very comfortable referring them to the Community Foundation.”
“This community is home; whatever we can do to ensure a bright future for Central New York, we should do it!”
Anne knows that her clients with charitable interests are in good hands when working with us.
“The Community Foundation is helping us provide other children with the invaluable gift of hearing.”
Jim wants Central New York to be a place where everyone can realize their personal dreams.
Lee and her husband, Joe, feel blessed by the support they have received over the years from the Central New York community.
Bob and his wife established a donor-advised fund at the Community Foundation many years ago so that they could build a personal charitable account over time.
Craig often recommends us to his clients because creating a fund is a simple and convenient way to give back to the community while receiving tax-saving benefits.
Vicki's dad always told her that the best way to eat an elephant was one piece at a time.