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?"
giving offers specific tax benefits that can assist your clients
in achieving financial, personal or business goals.
through the Foundation, your clients can receive the full benefit
of their contributions while supporting the charities of their
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
are interested in building a tradition of family involvement in
charitable giving or in finding an alternative to a private foundation,
help you address their interests and goals. Since the Foundation
is both permanent and flexible, donors are assured that the spirit
their gifts will endure.
provides numerous options for establishing charitable funds based
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 copies of the Foundation's
Guide for Donors
and Donor Advisors, please
contact Rande Richardson at the Northern New York Community
Foundation, 315-782-7110 or
firstname.lastname@example.org. The guide covers
a range of topics, including what assets donors can use to make
types of funds and deferred giving options available through
the Foundation, and the tax benefits of gifts to a community foundation.