Philanthropy Magnified - monthly impact report
| 2024 | January Issue - Recognize, Reset and Recommit | |
Planning For Your New Year's Charitable Resolutions
Many people scramble at the end of the year to execute tax planning transactions, which is understandable. This approach often causes stress and frustration and leaves little time for a thoughtful, strategic evaluation of the various components that make up a comprehensive estate plan.
We encourage you to consult your financial and legal advisors early in the year. This helps you to make a comprehensive plan to include financial planning, retirement planning, tax planning, investments and wealth management, business succession planning, and evaluate wills and trusts as needs change.
Reach out to the team at your Community Foundation as you and your advisors evaluate the steps you’d like to take in 2024.
We’re here to help ensure that you achieve your charitable giving goals in the most tax-savvy and impact-minded way possible so that you can continue to help the causes you care about the most. Contact Chief Development Officer Nancy Massicci at nmassicci@cftompkins.org
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WHAT'S HAPPENING NEXT?
You Are Invited! Our 2024 Calendar of Events
Plus Event Resources
> Grant Review Team member recruitment HERE
> Site Visit: WRFI/Ithaca Community Radio
FEB 12 at 1:30pm EST HERE
> Library Grant Cycle application deadline FEB 22 at 5pm EST HERE
> Spring Grant Cycle Q&A MAR 6 at 12pm EST HERE
Previous Let's Talk recorded conversations are available HERE
Additional Grantee Site Visits info available HERE
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Community Foundation of Tompkins County
www.cftompkins.org
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