We Work With Professional Advisors to Create the Right Giving Plan for You
The Community Foundation works in partnership with Herkimer County’s and Oneida County’s professional advisors to customize charitable solutions for their clients—in the process combining their client’s vision with our experience in philanthropy and financial management.
We will work closely with you to tailor solutions for your clients that meet their charitable giving needs, offer the maximum charitable tax deductions and provide many ways to incorporate charitable giving into their estate plans.
Our work is guided by more than 60 years of expertise and we can offer you a host of detailed information about how we can work together to benefit your clients.
Contact The Foundation at firstname.lastname@example.org or call (315) 735-8212 to learn how The Foundation can work with you and your client to make a donation of complex assets.