Partner in Philanthropy Award

The Partner in Philanthropy Award honors estate planning attorneys, financial advisors, tax accountants and life insurance professionals who prioritize philanthropy in their service to clients and have helped many clients achieve their charitable goals either during their lifetime or as part of a legacy for future generations. They are committed to the community and their work to support philanthropy and encourage charitable giving across Central New York.

past Partner In Philanthropy Award recipients

Bill Kriesel AEP®, CFP®, CPA/PFS

Managing Member of Diversified Capital Management and Consultant and Former Member of Bowers CPAs & Advisors

When Bill received the Partner in Philanthropy Award, he was serving as the managing member of Diversified Capital Management, an investment advisory firm in Syracuse. With over 35 years of experience in accounting and over 25 years in financial planning, Bill focused on comprehensive financial planning, estate and retirement planning, insurance planning, investment planning, education planning, and business advisory services. His deep expertise and breadth of experience helped him see his clients holistically. Read More

Caragh Fahy, CFP®

President & Owner, Madison Financial Planning Group

When Caragh served on the Community Foundation board, she had more than 20 years of experience in the financial services industry. Caragh earned the Certified Financial Planner™ certification through the American College. She was Past-President and board member of the Financial Planning Association (FPA). She was also invited to be one of 500 financial advisors to attend the exclusive Barron’s Top Women’s Summit. Prior to joining the board, Caragh served on the Community Foundation’s Professional Advisory Council. She also formerly served as Chair of the Women’s Fund of Central New York, an affiliate fund of the Community Foundation, which provides grants to local organizations that serve the needs of women and girls. Read More

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