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Your Partner in Philanthropy

Overview

Guiding donors is an important piece of the giving process. Using our expertise, Community Foundation staff will work with your professional team to help shape ways of giving that reflect what your client is passionate about and their future goals.

For your convenience, we’ve compiled a variety of tools and resources that may be helpful during these discussions. Don't see what you’re looking for?

  • $175M+
    Total Assets
  • 450
    Active Funds
  • 8.4%
    Long-Term Pool Total Net Return Since Inception

Planning for Tomorrow

Planning for Tomorrow

Gifts to charities such as the Community Foundation can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that this process should ideally involve the donor, professional advisors and our staff—all working together to arrange the best gift possible. Contact us to discover the ways we can partner.

 

Resources

External Manager Policy
Donor-Advised Fund vs. Private Foundation
Contact
Nick Grimmer
Director of Giving Strategies
Email Call
Community Foundation
2608 Genesee Street
Utica, NY 13502

Hours

Mon
8 AM - 5PM
Tue
8 AM - 5PM
Wed
8 AM - 5PM
Thu
8 AM - 5PM
Fri
8 AM - 5PM
Sat
8 AM - 5PM
Sun
8 AM - 5PM