Are your clients doing estate planning? Exercising stock options? Managing an inheritance? Our experts can assist as you help them achieve their charitable and financial goals.
We work with professional advisors by providing strategic counsel and helping integrate philanthropy into estate plans. We can help your clients give back to the causes they care about, whether for a gift today or a bequest for tomorrow.
Why professional advisors choose The New York Community Trust
Through the generosity of New Yorkers who have set up charitable funds with us, we are able to make grants for a range of charitable activities important to the well-being and vitality of our region and its residents. We are the community foundation for New York, Westchester, and Long Island. We offer flexible, effective, and rewarding ways to accomplish your client's philanthropic goals, as we have since 1924.