For Professional Advisors

The Central New York Community Foundation recognizes the key role that you, as your clients’ professional advisor and confidant, play in facilitating the interests of clients with charitable intentions. We wish to make the charitable giving process as easy and rewarding as possible for everyone involved. To do that, we have dedicated ourselves to meeting your needs so that you will have the information and tools necessary to help your clients achieve their charitable goals.

*Did you miss Bryan Clontz's November 1 presentation, Advanced Charitable Brainteasers: Common Problems and Uncommon Solutions?* View the PowerPoint presentation here. View the handout booklet here.

Advisor Testimonials, In Their Own Words

“The Central New York Community Foundation offers outstanding financial management, as well as many opportunities for donors to meet their charitable objectives and improve the quality of life for the citizens of our community.”
- James E. Mackin, Attorney, Bond, Schoeneck & King, PLLC

“When a client asks how a difficult charitable plan could be fashioned, I always look first to the community foundation. It is where difficult problems are usually solved.”
- Michael E. O’Connor, Esq., DeLaney & O’Connor, LLP

“While working with clients with philanthropic goals, I always offer the CNY Community Foundation as an alternative to private foundations. Once clients are informed about the quality services of the Foundation, its fiscal oversight and its long-term successful investment results, they recognize the value of this resource for charitable giving. Central New York donors, charities and estate planners are are fortunate to have the CNY Community Foundation to assist in maximizing the benefits of charitable giving in our community."
- Elizabeth A. Hartnett, Attorney At Law, Mackenzie Hughes, LLP

Is giving through the Community Foundation right for your clients?

We help people connect to the causes they care about most. When your clients give through their community foundation, they…

Gain local expertise.

Minimize current tax liability and avoid estate taxes.

Receive personalized service.

Create a charitable legacy with a donation that will last in perpetuity.

Ways We Can Assist You

Offer tips and tools for Working with Clients.
Illustrate the various Giving Assets and Timeframes.
Outline the Types of Funds your clients might want to establish.

Disclose our Investment Strategy for your due diligence.
Provide Planned Giving tools to help your clients make informed decisions.
Supply the Resources you and your clients need like forms, articles and charts.

We’re Available to Customize Materials For Your Clients
Our staff is available as a resource to offer customized advice and information to suit the specific situations and individual needs of your clients. Contact us and we’d be happy to meet with you and/or your client to talk through the many charitable options offered by the Community Foundation.

Our 85th Anniversary

The Central New York Community Foundation is celebrating its 85th Anniversary with various celebrations and grantmaking opportunities over the course of 2012.

The CNY85 Giving Project

In celebration of our 85-year anniversary, The CNY85 Giving Project will award grants to projects that are addressing Central New York's greatest needs. Winners will be decided by public vote.

Learn More

News & Announcements