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Hear from J. Daniel Pluff, Financial Advisor, on how he “pops the question.”

Jan Lane, development officer, takes a look at the changing landscape of generational philanthropy.

Peter Dunn leads us through how our efforts have been recognized in recent months by organizations for which we have much respect.

Hear from Martin A. Schwab, Esq., Partner, Bond Schoeneck & King PLLC, on how he “pops the question.”

In this session, we featured advisors who spoke about philanthropy and the role that professional advisors play in their clients’ philanthropic endeavours. We: Discovered why advisors believe it’s important to bring up the topic of charitable giving Learned which stage you should bring up charitable...

Hear from Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, President & Financial Consultant, Grace B. Ghezzi Consulting, LLC., on how she “pops the question.”

Peter Dunn explores the collaborative unification of Say Yes Syracuse and the Central New York Community Foundation.

Hear from Anne Ruffer, Esq., Managing Partner and Member of Executive Committee, Mackenzie Hughes, LLP, on how she “pops the question.”

Donor-advised funds are charitable giving accounts that allow donors to make grants to a wide variety of causes as their interests evolve over time.

Hear from David Holstein, Esq., Member & Board of Managers, Bousquet Holstein, PLLC, on how he “pops the question.”