431 East Fayette Street     Suite 100     Syracuse, NY 13202     Tel: 315.422.9538
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Charitable Giving From an Estate

Often the easiest way to support charitable interests, a bequest permits your clients to support the community while retaining complete control over their assets during their lifetimes. Bequests can be a specific dollar amount, a percentage of an estate, or what remains after other bequests, such as those to family members, are satisfied.

For your clients, planned giving may be as simple as including a bequest to the Central New York Community Foundation. Donors may leave a percentage share of their estates, specify a dollar amount, or designate the Community Foundation as a contingent beneficiary.

View suggested bequest language to use when including the Community Foundation in your will or living trust.

But planned giving can encompass much more than a simple bequest. With the goals of providing for loved ones, reducing taxes, and remembering worthy causes, there are a variety of techniques available that have mutual benefit to donors, the community, and their favorite charitable organizations, both now and into the future.

Learn more about our Philanthropic Planning Vehicles.

 

Additional Information

A knowledgeable member of the Community Foundation staff is available to discuss specific scenarios that you are handling for a client. We can provide you with materials or gift illustrations to supplement your own materials, and are also available to attend joint meetings with your clients if appropriate. Contact us by phone at (315) 422-9538 or fill out this form.

 

Learn More:

Talking to Your Clients About Giving
How We Can Help
Types of Funds

Why Partner With Us
Types of Assets
Legacy Planning
Administrative Fees
Request a Meeting


Watch Video: What is the Central New York Community Foundation?



 

Community Foundation staff is available to discuss specific charitable giving scenarios,  provide materials or gift illustrations, and attend joint meetings with your clients if appropriate. Contact us by phone at (315) 422-9538 or fill out this form.