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Implementing Local Legacy Simply

Anne Ruffer is Chair of the Community Foundation’s Professional Advisor Council.  She wrote this article for the winter edition of Smart Money, a publication of the Central New York Community Foundation, to give some guidance on incorporating charitable giving into estate plans.

In 2010, the Central New York Community Foundation commissioned a study on wealth transfer. It found that over the next decade, local individuals in our five-county region will determine the distribution of an unprecedented $22 billion after they pass away. The Community Foundation’s Professional Advisor Council has discussed ways to raise awareness and motivate our charitable community to retain part of this wealth transfer. Continue reading “Implementing Local Legacy Simply”