Planned Giving

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    Featuring current news from Washington, finance information, and stories about the power of giving.

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  • Estate Planning Guide

    Explore helpful information to create a plan that supports your needs, your family's future and your favorite causes.

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  • Legacy Society

    The Legacy Society was created to recognize those who have committed to supporting our community's future through a planned gift.

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Types of Gifts

Bequests

A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our mission and vision for this community.

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IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

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Let's Strategize Together

Based on the nature of your assets and financial goals, more creative types of gifts may offer the benefits you want. Let's work together to plan your charitable giving.

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The Community Foundation of Herkimer and Oneida Counties

Contact Us:

2608 Genesee Street
Utica, NY 13502
315.735.8212
[email protected]

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.