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Advantages
What are the advantages to working with the Community Foundation?
- Our team of professionals has expertise in the variety of philanthropic
funds that can be established to fulfill charitable intent. And, we're glad
to work with you and your client (either directly or through you) to
explore the financial or estate planning instruments that can best achieve
that intent while also providing optimum tax and/or financial
benefits.
- You can feel confident that the assets your client commits to a
charitable gift or fund at the Community Foundation will be well
managed. The Investment Committee of the Board of
Directors oversees all investment activities of the
Foundation, and works with a highly qualified team of investment
professionals, Graystone Consulting, to manage the Foundation's endowment.
See our investment policy here.
- We're here "For Good. For Ever." The Community
Foundation's endowment ensures that we're in it for the long term, making
grants to benefit our entire community for generations to come.
- Once a fund is established, the Community Foundation handles
all administrative responsibilities related to the fund. Your
clients won't have to worry about legal reporting issues or burdensome
paperwork. They will receive a gift acknowledgment letter for their
contributions suitable for their tax purposes; the Foundation handles all
the rest.
- We offer local, personalized service. We're right here
in south central New York (headquartered in Johnson City), and we care
about our region and its people just as you do. We encourage all our donors
and professional colleagues to feel free to contact us by phone or e-mail
or stop by any time.
- You have quick, easy access to comprehensive knowledge about
the charitable landscape in the five counties* we serve. We're
familiar with the region's nonprofits, the work they do, the issues they
address, and are pleased to share information with you, as well as with
donors.
*Broome, Chenango, Delaware, Otsego and Tioga
- We understand grantmaking. Since our inception in
1997, the Community Foundation, in partnership with its donors, has awarded
more than $6.27 million in grants from the funds within the endowment, to
the region's nonprofits.
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