For Professional Advisors
Community Foundation aspires to be your one stop location for answers to multiple charitable interests your clients may have and we hope we can help focus those ideas.
Community Foundation speaks with donors often and encourages them to meet with their lawyer and other financial advisors to develop plans that fit their financial needs. Bequests that include charitable intentions are fairly common but we also accept IRA distributions, C-Corp Shares, life insurance, named beneficiary of Charitable Remainder Trusts or Charitable Lead Trusts, real estate and more.
Thank you to the following advisors for being valuable partners in giving.
Suzanne Aigen
Fred Ballantyne
Alyssa Barreiro
Bill Currie#
Clover Drinkwater
Ross Feldman
Marcie Finlay
Elena Flash
Mariette Geldenhuys#
Chris Gibbons
Julie Gorman#
Howard Hartnett
John Hinchcliff#
Anna Holmberg#
Robert Jewell
Michael Longo
Randy Marcus
Robin Masson
Mike May
Marshall McCormick
Diane McDonough
Erin McKinley
Jerry Mickelson
Jim Miller
Bill Murphy
Beth Prudence
Kim Rothman#
James Salk
Helen Saunders
Ray Schlather
Leslie Strebel
Paul Strebel
Tim Tindall
Frank Torelli#
Jay True
Sally True
Tom VanDerzee
Jay Williamson
Glen Wood
#Thank you to members of the Door Opener Society, a recognition awarded to professional advisors whose contributions to philanthropic planning to the Community Foundation have been significant, substantial and long-standing! Eligible inductees are attorneys, accountants, financial planners, trust officers, brokers, or insurance agents who encourage their clients to consider charitable giving to the Community Foundation.
Resources
- 3Q24 Investment Performance
- 2Q24 Investment Performance
- 1Q24 Investment Performance
- 4Q23 Investment Performance
- 3Q23 Investment Performance
- 2Q23 Investment Performance
- 1Q23 Investment Performance
- 4Q22 Investment Performance
- 4Q21 Investment Performance
- 4Q20 Investment Performance
- 4Q19 Investment Performance
- 4Q18 Investment Performance
- 2022 Gift Form
- 2Q20 Mid-Year Dashboard
- 2019 4th QTR Impact Dashboard
- 2019 3rd QTR Impact Dashboard
- 2019 2ndQTR Impact Dashboard
- 2019 1st QTR Impact Dashboard
- 2018 4QTR Impact Dashboard
- 2018 3rd QTR Impact Dashboard
- 2018 2nd QTR Impact Dashboard
- 2018 1st QTR Impact Dashboard
- Investment Policy Statement
- 2018 Gift Acceptance Policy
- 2023 Spending Policy for Maximum Allowed Grantable Amounts
- 2017 4th QTR Impact Dashboard
- 2017 3rd QTR Impact Dashboard
- 2017 2nd QTR Impact Dashboard
- 2017 1st QTR Impact Dashboard
- 2016 4th QTR Impact Dashboard
- The HNW Client & Gift Planning, an Estate Planning Council presentation by Jason Tripp
- Deciding to Give client worksheet
- Power of Endowment Giving graphic
- Tompkins County Transfer of Wealth Opportunities for your Clients
- Transfer of Wealth handout
- Quick Facts on New York State Estate Charitable Bequests 2010
- The Charitable Deduction in New York-2010 Infographic
- Legacy Society Notification of Intent for a planned gift intention
- Memorandum of Understanding template for an endowed gift
- Memorandum of Understanding template for an expendable gift
Downloads
- Legacy Society Brochure
- Investment Policy Statement
- 2024 Spending Policy To determine what is available for grants annually from endowed funds and to show all fees.
