Resources for Professional Advisors

As a professional advisor, you play a key role in increasing the charitable resources of the Northern New York community. One of the simplest and most important questions you can ask your clients is the giving question - "Are there charitable or community needs you would like to consider in your estate planning?"

Charitable giving offers specific tax benefits that can assist your clients in achieving financial, personal or business goals. By giving through the Foundation, your clients can receive the full benefit of their contributions while supporting the charities of their choice, now and in the future.

With over 80 years of experience, the Northern New York Community Foundation is a center for charitable giving in the community. Whether your clients are interested in building a tradition of family involvement in charitable giving or in finding an alternative to a private foundation, we can help you address their interests and goals. Since the Foundation is both permanent and flexible, donors are assured that the spirit of their gifts will endure.

The Foundation provides numerous options for establishing charitable funds based on your client's interests and desired level of involvement. Through a variety of gift planning options, we can help you serve your clients in developing bequests, funds and trusts that will carry out their unique charitable goals.

For more information or to request a copy of the Advisor Information Packet, please contact Rande Richardson at the Northern New York Community Foundation, 315-782-7110 or rande@nnycf.org. The packet covers a range of topics, including what assets donors can use to make a gift, the types of funds and deferred giving options available through the Foundation, and the tax benefits of gifts to a community foundation.