SEMI-ANNUAL ISSUE
SPRING 2020
A PUBLICATION OF THE CENTRAL NEW YORK COMMUNITY FOUNDATION
COVID-19 COMMUNITY SUPPORT FUND AWARDS FIRST GRANTS PG.3 GIVING VOICE - SPRING 2020
1
BOXES OF EMERGENCY FOOD RESPONSE TO COVID-19 AT THE FOOD BANK OF CENTRAL NEW YORK
01
POINT OF VIEW
COVER STORY COVID-19: WHAT IS THE ROLE OF PHILANTHROPY DURING A CRISIS?
04
06
The coronavirus pandemic is not only a
a week of establishing this fund, we
GRANTEE STORY
public health crisis but also a threat to
had a collaborative governance model
CNY DIAPER BANK GIVING BABIES A FRESH START
the economic stability of many of our
in place and initial grants deployed
friends and neighbors in Central New
into the community. In the same
York. While it is hard to be reflective in
spirit of collaboration, the Community
the middle of such uncertainty – this is
Foundation’s affiliate funds joined forces
nevertheless a good time to ask: What is
with local partners to provide similar
the role of philanthropy during a crisis?
support in surrounding counties.
LEADSAFECNY NEW INVESTMENT WILL CREATE NEW LEAD-FREE HOMES
08
10
PETER A. DUNN PRESIDENT & CEO
We’ve all been required to adopt a new
The only way we can effectively deploy
COMMUNITY IMPACT
way of working, living and relating to
resources, in an equitable and impactful
$963,358 IN GRANTS AWARDED TO 23 NONPROFIT ORGANIZATIONS
each other – pivoting in a matter of days
way, is to listen to and learn from our
and weeks. While circumstances require
partners on the front lines of service
that we rewrite our playbook in real
delivery and those that they serve.
time, we are not going to abandon the
This requires ongoing engagement and
many things that we have committed to
collaboration. Philanthropy cannot
support. We will look at the breadth of
replace the role of government – the
our work with local nonprofit partners
systemic issues we face are simply too
focused on innovation and flexibility.
enormous. What we can do is act quickly,
We are not going to do less because
deploy resources to fill gaps or prove up
GRANTING MATTERS
investment markets are chaotic and
ideas, and create support for a scaled up
THE USEFULNESS OF TRACKING YOUR CLIENTS BY CENSUS TRACT
volatile; we are going to do more,
response from our government partners.
GIVING MATTERS
We partnered with the United Way
best we can to support one another.
HOW TO SUPPORT YOUR HEIRS FOR THEIR LIFETIMES
of Central New York, the Allyn Family
Ultimately, this crisis proves the point
Foundation, The Dorothy and Marshall
that we are all each other’s neighbor.
M. Reisman Foundation, the Health
We are grateful to our partners and
Foundation for Western and Central New
contributors for stepping up to this
York, the City of Syracuse, Onondaga
challenge. Collectively, we stand for the
County and other partners to establish
common good of Syracuse and Central
the COVID-19 Community Support
New York, and together we will move our
Fund. This fund supports nonprofits
community forward.
DONOR STORY THE WIEDENBECKS: WHEN GIVING IS A FAMILY BUSINESS
12
because the community needs us to be leading in this way.
The resiliency of our community is being tested. It is on each of us to respond the
13
14
15
WHAT’S HAPPENING STAFF & BOARD UPDATES
working with vulnerable communities disproportionately impacted by the economic consequences of the pandemic, with a focus on immediate needs and safety net issues. Within
2
CENTRAL NEW YORK COMMUNIT Y FOUNDATION
COVID-19 COMMUNITY SUPPORT FUND’S FIRST GRANTS AWARDED
GRANTS AS OF APRIL 13, 2020
$28,900
$57,420
$7,286
Connect those with disabilities and/or a mental health diagnosis to vital services through remote technology
Increase emergency food response
$10,000
Provide 24/7 hotline assistance and scale up case management to connect limited English proficient families to accurate public health information and social services
Assist homeowners without discretionary income in making emergency home repairs
$50,000
$5,000
House homeless men dealing with physical and mental health challenges at the Crossroads Adult Home
ACCESSCNY
$5,000
ASSUMPTION FOOD PANTRY & SOUP KITCHEN
Distribute emergency food parcels and to-go meals to families in need
$6,500
BELLEGROVE MISSIONARY BAPTIST CHURCH
Stock and maintain a food pantry to assist individuals and families in need of emergency food, toiletries and other basic needs
$25,000
CATHOLIC CHARITIES
Help people in need purchase food, cleaning supplies and hygiene items and assist with unexpected household expenses
$6,400
CANCER CONNECTS
Provide safe transportation for immunecompromised adult cancer patients to access treatment or physician visits
$10,000
CNY DIAPER BANK
Increase distribution of diapers, which are not covered by government safety net programs, to families in need
$1,000
CHADWICK RESIDENCE
Purchase health and safety supplies for residents of its supportive housing program for women and their children
$8,000
CLEAR PATH FOR VETERANS
Provide emergency food delivery services as well as other critical services such as financial and career counseling to Veterans and their families in Onondaga County
$2,900
CNY RONALD MCDONALD HOUSE CHARITIES
Emergency relief support for its Meals that Heal program, which provides meals to families with sick children
FOOD BANK OF CENTRAL NEW YORK
HOME HEADQUARTERS
HUMANITARIAN ORGANIZATION FOR MULTICULTURAL EXPERIENCES (H.O.M.E) Provide telehealth habilitation services and purchase health and safety supplies for staff providing face-to-face services
$50,000
HUNTINGTON FAMILY CENTERS (SYRACUSE COMMUNITY CENTER COLLABORATIVE) Provide food pantry and diaper bank services at four neighborhood community centers
$36,000 LORETTO
Provide basic needs – food, childcare assistance, family essentials and transportation – to frontline healthcare workers
$3,500
MEALS ON WHEELS OF EASTERN ONONDAGA COUNTY
Upgrade technology to meet rapid increase in demand for services
$4,840
MEALS ON WHEELS OF SYRACUSE
Assist employees with technology to work from home and rent refrigerated storage to meet increased meal demand
$20,000 MERCY WORKS
Provide weekend groceries to Southside families that qualify for the school breakfast and lunch program on weekdays
RESCUE MISSION ALLIANCE
$7,500
ROAD TO EMMAUS MINISTRY OF SYRACUSE
Meet increased demand for meal service and food pantry distribution
$3,000
ST. LUCY’S FOOD PANTRY
Distribute emergency food packages to families in need
$2,000
SARAH’S GUEST HOUSE
Purchase food and cleaning supplies for guests who are patients receiving urgent and necessary medical care
$40,000
SALVATION ARMY-SYRACUSE AREA SERVICES
Provide basic needs to homeless teenagers and their babies housed at its Transitional Apartments and Parenting Center as well as deliver food, health and cleaning supplies to high-risk families in the community
$5,000
SYRACUSE JEWISH FAMILY SERVICE
Meet increased demand for Kosher Meals on Wheels and purchase technology to provide audio and video counseling as well as virtual group cognitive and emotional support discussions
$11,500 VERA HOUSE
$22,500
NORTH SIDE LEARNING CENTER
Provide basic food items to families staying home and multi-lingual outreach to advise refugee families on current restrictions, social distancing practices and community resources
FOUNDING PARTNERS
REFUGEE AND IMMIGRANT SELFEMPOWERMENT (RISE)
Use remote counseling technology and maintain emergency shelter to meet a higher need due to stay-at-home restrictions, which can lead to being trapped in violent conditions
IN THE SAME SPIRIT OF COLLABORATION, THE COMMUNITY FOUNDATION’S AFFILIATE AND REGIONAL FUNDS JOINED FORCES WITH LOCAL PARTNERS TO PROVIDE SIMILAR SUPPORT IN SURROUNDING COUNTIES. PLEASE VISIT CNYCF.ORG/ COVID19-AFFILIATE FOR MORE INFORMATION .
GIVING VOICE - SPRING 2020
3
GIVING BABIES A FRESH START THE CNY DIAPER BANK
Symantha Rogers learned about the CNY Diaper Bank by chance. She was walking by the Samaritan Center and someone invited her for a meal. It was there that Rogers, then pregnant, learned about the diaper bank’s monthly distribution. Her first pickup was on February 22, 2019 – the day she gave birth to her son Jameer. Now the errand is on the family’s monthly to-do list.
Babies with dirty diapers cry more, sleep poorly and are vulnerable
“Diapers are expensive,” said Rogers, who lives on Syracuse’s Northside
This winter, Jameer was among the more than 100 children registered
with Jameer and his father. “It helps a lot.” Rogers gets 50 diapers monthly at the Samaritan Center distribution site. That’s roughly half a month’s supply, which typically costs $100. That kind of support is what Michela Hugo envisioned when she started the diaper bank in 2016, by storing diapers in her closet. “When you have a baby, you want to meet their every need,” said Hugo, a mother of three. “There are so many families who can’t do that. Every
to rashes and skin infections. Diaper shortages also create stress for parents and are associated with maternal depression. Children may stay home, missing social and educational opportunities important to their development and success. “Babies need all their needs met, especially in those early years,” Hugo said. “Adequate diaper supplies make happier and healthier families.” We provided the CNY Diaper Bank with a grant to hire a part-time program coordinator, its first paid position. With the added capacity, the organization will increase marketing and fundraising efforts. Last year, more than 360 volunteers pitched in to package and distribute 100,000 diapers each month.
to receive diapers at the Samaritan Center, which is one of 30 agency partners that distribute diapers and offer resources. Rogers has high hopes for her son. “He’s very smart,” she said. “He’s going to go far. This guy is going to make something really good of himself.” In March, the Community Foundation and its partners provided the CNY
baby deserves a good start.”
Diaper Bank with a $10,000 grant from the COVID-19 Community Support
The diaper bank collects, stores and distributes free diapers through
of diapers, which are not covered by government safety net programs, to
a network of partner agencies. Due to the fact that SNAP and WIC benefits do not cover diapers, the organization also works to educate the community that not all families have access to this basic necessity.
4
CENTRAL NEW YORK COMMUNIT Y FOUNDATION
Fund. The funding will allow the organization to increase its distribution families in need.
GRANTEE STORY
SYMANTHA ROGERS WITH HER SON, JAMEER.
GIVING VOICE - SPRING 2020
5
NEW INVESTMENT WILL CREATE NEW LEAD-FREE HOMES
NICOLA DASILVA UTILIZED A MORTGAGE FROM HOME HEADQUARTERS TO PURCHASE HER FIRST HOME, LOCATED IN SYRACUSE.
6
CENTRAL NEW YORK COMMUNIT Y FOUNDATION
LEADSAFECNY
The Community Foundation is committing $500,000 to help Home HeadQuarters provide mortgages to new, first-time homebuyers in the City of Syracuse. This is part of our LeadSafeCNY initiative, a commitment to invest $2 million over four years to help end childhood lead poisoning in Syracuse.
The mortgages will be used by residents
that they, along with city planners, are creating
purchasing a new home built by Home
more stable neighborhoods and an improved
HeadQuarters, which looks to build up to 50
quality of life for an entire block.
new, single-family homes on vacant properties in Syracuse over the next two years. Each newly
Home HeadQuarters expects to leverage
constructed home will be lead-free.
an additional $5 million in loan capital from banks and credit unions thanks to our reserve
Home HeadQuarters currently holds a $39
commitment. Buyers will often be first-time
million loan portfolio with a lower-than-average
homeowners coming out of public housing or
delinquency rate of 2.35 percent over 90 days.
rental properties and investing in areas that
Yet, even with such a successful track record,
have high childhood lead poisoning rates,
it is expected that some of the new loans will
stagnant housing values and high poverty.
default due to failure to pay. This is often
The newly constructed Home HeadQuarters
because of unexpected life challenges such as
properties will help to stabilize and alter the
the loss of a job or the need to move quickly.
outcome of these neighborhoods.
The $500,000 commitment is in the form of a
Home HeadQuarters’ new homebuyers must
loan loss reserve that will help guarantee the
complete an 8-hour homebuyer education
loans. Should a mortgage result in foreclosure,
program that includes financial and home
Home HeadQuarters would assume the
ownership counseling. These efforts motivate
property and loan, make renovations and resell
borrowers to keep their mortgages in good
the property. If the sale results in a loss, a
standing.
Community Foundation grant would be paid to the organization to cover any shortfall.
This $500,000 commitment is one of our Program Related Investments, which allow
The location of the new homes will be based on
up to five percent of our general funds to be
housing and economic data to target specific
deployed towards loans, loan guarantees,
blocks that not only have empty lots, but also
nonprofit equity investments and other non-
steady long-term residents. According to Home
grant financial strategies aimed at community
HeadQuarters officials, this approach ensures
impact. GIVING VOICE - SPRING 2020
7
COMMUNITY IMPACT
IN DECEMBER AND MARCH, OUR BOARD OF DIRECTORS APPROVED $963,358 IN GRANTS TO 23 NONPROFIT ORGANIZATIONS THROUGH OUR COMMUNITY GRANTMAKING PROGRAM.
WHOLE ME
These grants were made possible through the support of the following funds. To learn more about these funds and many others that make our grantmaking possible, visit: cnycf.org/funds.
8
CENTRAL NEW YORK COMMUNIT Y FOUNDATION
WILLIAM D. BARNET MEMORIAL SCHOLARSHIP FUND PETER & BARBARA BAUM FUND BENJI FUND BESSE FAMILY FUND CHARLES F. BRANNOCK FUND WILLIAM L. BROAD FUND SHIRLEY M. BRENNAN FUND ELIZABETH SALISBURY BROOKS FUND KENNETH P. & CHARLOT TE C. BUCKLEY FUND CABASINO FUND PATRICIA M. & VINCENT H. CALLAHAN FUND PHILIP R. & ELIZABETH CHASE FUND LAURIE J. & DR. WILLIAM R. CLARK, JR. COMMUNITY FUND CLARKE FAMILY FUND COHEN FUND FOR EARLY CHILDHOOD DEVELOPMENT & LITERACY WILLIAM & SYLVIA COHEN COMMUNITY FUND SOLLY & BELLE COHEN FUND THE COON FUND MARY FRANCES COSTELLO FUND CNYCF COMMUNITY FUND THE DEBENEDICTIS FUND J. HENRY & MARTHA E. DEBOER FUND ALFRED & GRACE DIBELLA FUND JOHN S. & JULIA G. DIETZ FUND DIVOT’S FUND MARGARET J. EARLY FUND EDUCATION ENDOWMENT FUND CARLTON R. ESTEY FUND ALICE M. GAYLORD TRUST MINNIE O. GOODMAN FUND VIOLA M. HALL FUND FRANCES E. & JOHN S. HANCOCK FUND ANTHONY A. & SUSAN HENNINGER MEMORIAL FUND CARROLL A. HENNESSY FUND FRANCES SINGER HENNESSY FUND HILLS FAMILY FUND FLORA MATHER HOSMER FUND I. A. HOTZE FUND IACONIS, IACONIS & BAUM FUND DOROTHY RETAN IRISH FUND MARTHA A. & EUGENE F. KEPPLER FUND MAR JORIE D. KIENZLE FUND
FRANCES C. & ALBERT C. KNIGHT CHARITABLE FUND GEORGE & LUELLA KRAHL FUND ALICIA A. & GEORGE W. LEE FUND LFM FUND L.C. MAIER COMMUNITY FUND GAY D. MARSELLUS FUND JOHN F. MARSELLUS FUND THE MARTHA FUND HELEN HANCOCK MCCLINTOCK FUND JAMES & AILEEN MILLER CHARITABLE FUND H. GILLIS & LET TY M. MURRAY FUND DONALD C. & MARION F. NEWTON FUND DOROTHY M. OLDS FUND P-D FAMILY FUND ROBERT A. & WINIFRED S. POND FAMILY FUND JOHN R. PELKEY COMMUNITY FUND PEGGY OGDEN COMMUNITY FUND THEODORE & MAR JORIE B. PIERSON FUND ROBERT & ANNE PIETRAFESA FUND BRIAN COLE RETAN MEMORIAL FUND JAMES A. & MCDOWELL SMITH REYNOLDS FUND LAWRENCE E. ROOT FUND ROSALIND & SEYMOUR RUDOLPH FUND DONALD W. RYDER FUND ROBERT & DOROTHY SALISBURY FUND DURSTON SANFORD & DORIS SANFORD FUND LYNNE ROSS SCHEER FUND HELENE C. SCHROEDER FUND DANIEL & JEANNE SCHWARTZ FUND FREDERICK B. & LAURA B. SCOT T FUND SHUART FAMILY FUND WINIFRED & DEVILLO SLOAN, JR. FAMILY FUND THE LEE & ALICE SMITH FUND SYRACUSE DISPENSARY FUND WALTER A. THAYER FUND FRANCES M. THOMPSON FUND OLGA DIETZ TURNER FUND VIRGINIA WENDEL FUND CAROLYN V. WEST FUND DOROTHY C. WITHERILL FUND THE WITHERILL FUND FORREST H. WITMEYER FUND ARTHUR W. & MABEL P. WRIEDEN MEMORIAL FUND
ARTS, CULTURE & HUMANITIES
$20,000
$31,300
$9,000
Launch an arts-based residency program
Support its in-school arts education program
Expand its El Punto Art Studio cultural program for youth
$75,000
$19,000
$20,052
Support its Fences and Fun Home productions highlighting diversity
Hire a part-time Managing Director
Expand the NYS Independent Filmmakers Projects
$25,000
$67,296
ARTS AT THE PALACE
REDHOUSE ARTS CENTER
MERRY-GO-ROUND PLAYHOUSE
SYRACUSE COMMUNITY CHOIR
POINT OF CONTACT
SYRACUSE POSTER PROJECT
$23,118 WCNY
Upgrade its streaming infrastructure
EDUCATION
$90,000
LE MOYNE COLLEGE
Collaborate with Syracuse University to promote civic engagement
ENVIRONMENT & ANIMALS
$35,000
CORNELL COOPERATIVE EXTENSION/MADISON COUNTY
HEALTHCARE
Conduct educational outreach for its recycling program
SYRACUSE UNIVERSITY
Collaborate with the Skaneateles Lake Association to prevent algal blooms
$12,038
THE GREAT SWAMP CONSERVANCY
Install a parking lot for visitor safety and convenience
COMMUNITY IMPACT
Host a series of facilitated “Food for Thought” community discussions that focus on the financial and mental health challenges facing farms and farmers
SUNY MORRISVILLE COLLEGE FOUNDATION
$150,000
CROUSE HEALTH FOUNDATION
Build a new facility for its Substance Use Disorder Treatment Services
HUMAN SERVICES
$7,000
$25,000
Provide health and human services for New Americans
Launch its Junior Staff Program for youth job training
$60,000
$33,900
$50,000
Create a staff position to recruit, train, and manage volunteers
Hire a Development Director to create new fundraising streams
Purchase data management software and make technology upgrades
$45,000
$49,250
Make HVAC system improvements and install security equipment
Fund a manager position for its job training program
$70,000
$17,500
Continue civic engagement activities surrounding the I-81 project
Make ADA-compliant upgrades to its building
IGNATIAN VOLUNTEER CORPS
ON POINT FOR COLLEGE
WHOLE ME
PUBLIC & SOCIETAL BENEFIT
NEW YORK CIVIL LIBERTIES UNION FOUNDATION
BOYS & GIRLS CLUB
PURPOSE FARM
$28,904
DISABLED AMERICAN VETERANS TRANSPORTATION NETWORK
Purchase a van to increase access to healthcare services
VERA HOUSE
CATHOLIC CHARITIES
SYRACUSE CENTER FOR PEACE AND SOCIAL JUSTICE
GIVING VOICE - SPRING 2020
9
DONOR STORY
“I’VE ALWAYS WANTED TO SHARE WHAT I HAVE WITH OTHERS AND IT IS COMFORTING TO KNOW THAT, THROUGH OUR FUND, THIS WILL NEVER REALLY GO AWAY.”
DONOR-ADVISED FUNDS ARE ESTABLISHED BY INDIVIDUALS, FAMILIES OR BUSINESSES WITH A RANGE OF COMMUNITY INTERESTS. THEY ARE AN IDEAL WAY FOR DONORS TO BECOME ACTIVELY INVOLVED IN THE GRANTMAKING PROCESS. LEARN MORE AT CNYCF.ORG/DAF
10
CENTRAL NEW YORK COMMUNIT Y FOUNDATION
THE WIEDENBECKS WHEN GIVING IS A FAMILY BUSINESS
ROSEMARY AND JOE
ROSEMARY WIEDENBECK
W
hen Joe Wiedenbeck and his late wife Rosemary moved to
spectrum of charitable causes annually. While their areas of interest
Oswego County 45 years ago from Buffalo, they worked hard to
include health and human service organizations, arts and educational
grow their family and their business with limited means and big dreams.
initiatives, and a range of animal rescues, they place particular emphasis
Along the way, they received ample support from the community
on giving back in Oswego County, where the family business got its start.
and their two children, Sue and Joe III. By the time Rosemary and Joe retired 32 years later, their company, Oneida Lake Energy Products, was
“Through hard work, honesty, integrity and generosity toward their
delivering heating fuels all over Central New York.
employees and the community-at-large, my parents created a company that was well-known and respected and one that was ultimately a
“The community, the county, the town – everybody was so good to us
foundation for their generosity through this fund,” said Sue.
and supported our business,” said Joe. “And it’s always been a pleasure to give back.”
Joe and Sue share cherished memories of the early days of the business, when the whole family of four would ride with Joe in the fuel truck on
Generosity has always been a part of the Wiedenbecks’ story. Rosemary,
weekends to Oil City to fill up the company bulk tanks in Constantia.
for example, was actively involved with a number of civic groups during her lifetime, including the Brewerton Chamber of Commerce, through
While Joe and Sue also share in the grantmaking decisions from their
which she and a number of her peers started a scholarship program for
fund, it is important to Joe that his family’s legacy of giving will continue
Central Square students. Nearly 25 years later, the program is still active.
even after he is gone, first under Sue’s guidance, and then ultimately as a permanent fund at the Community Foundation.
Shortly after Rosemary’s passing in 2006, Joe and his daughter, Sue, opened the Joseph and Rosemary Wiedenbeck Family Fund at the
“I’ve been very fortunate in my life,” said Joe. “I’ve always wanted to share
Community Foundation. Through this donor-advised fund, Joe and Sue
what I have with others and it is comforting to know that, through our
sustain their family’s community-centered legacy by supporting a broad
fund, this will never really go away.”
GIVING VOICE - SPRING 2020
11
GRANTING MATTERS
WHO, WHAT, WHEN, WHY AND … WHERE The usefulness of tracking your clients by census tract
Whether it be journalism, academic research,
considered “good enough.” Now that we see
investigations or old-fashioned problem-
the difference a few miles can make, it is not
solving, the 5W’s – who, what, where, when and
effective to combine suburban neighborhoods
why – have become the standard expectation
with high-need urban tracts that, while sharing
for evaluating and communicating a situation.
a zip code, appear worlds apart in terms of
Most nonprofits across the nation can rely on
their needs and assets. Fortunately, the federal
their passion and expertise to articulate who
government now offers updated technology to
they serve, what they add to those people’s
help organizations address this challenge.
lives, when they do it and why. But many often struggle with articulating “where” they make a
The U.S. Census Geocoder website (https://
difference geographically.
geocoding.geo.census.gov/) has been revamped to allow organizations to geocode up to
The importance of this distinction locally
10,000 addresses at once. This enables them to
became most apparent after a national report
quickly convert their long address lists into an
ranked Syracuse as the worst in the nation
easy-to-summarize dataset that groups people
for concentrated poverty among certain
by neighborhoods. Furthermore, when they
racial groups. This study found that our
look at census data showing how many people
poverty numbers are worse in very specific
are living in poverty, are unemployed or simply
concentrated geographies, but not within the
fall into a certain age group within a census
entire city. This infamy has caused funders,
tract neighborhood, they will also be able to
nonprofit directors and community leaders to
say how many people they serve in that same
wonder whether the funding and resources
region.
they are devoting to address critical community issues are actually making it to the highest need
With this tool at our community’s disposal it
neighborhoods. Likewise, it has made it more
won’t be long before sharing “where” we serve
important for those implementing programs
is just as common and precise as our efforts to
on the front lines to have better information
talk about who, when, why and how we serve
regarding whether their outreach efforts are
them.
actually penetrating those key areas. In the past, organizations relied on zip codes to analyze their work but this broad measure was simply a rough approximation that was
12
CENTRAL NEW YORK COMMUNIT Y FOUNDATION
HOW TO SUPPORT YOUR HEIRS FOR THEIR LIFETIMES
GIVING MATTERS
Congress has tried to eliminate the Stretch IRA for years and now they’ve finally done it. The Stretch IRA allowed a non-spouse beneficiary of an IRA to withdraw from the IRA over their life expectancy, essentially stretching its benefit into the next generation. This was particularly useful if you wanted to leave your IRA in a trust for your heirs. In place of the Stretch IRA, the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which went into effect on January 1, 2020, now
PRAGYA MURPHY, MBA DEVELOPMENT OFFICER
requires all non-spouse beneficiaries to withdraw the entire balance from the inherited IRA within 10 years of the owner’s death. For many of us, this is not desired, because we likely want to give our heirs stability that lasts. However, there are other trust planning options to extend those benefits out over the life expectancy of your beneficiary. You can still provide security for your heirs, make your IRA last for years after your lifetime and benefit a charity. All you have to do is name a charitable trust as beneficiary of your traditional IRA. This solution has been around since the Tax Reform Act of 1969; but now that the Stretch IRA is gone, it has become the only viable option. From a tax perspective, the trust isn’t taxed on either the distribution from
A FEW POINTS TO CONSIDER INCLUDE: A surviving spouse still has the ability to inherit the decedent’s retirement accounts and use them over the rest of their life. Heirs will only receive an income stream and not a lump sum. If a lump sum payment to heirs is desired, a portion of the retirement account could be left directly to them. The charitable benefit should be emphasized with your family. Not only can this choice provide about the same or more benefit to your heirs assuming average life expectancies, but it can also provide a substantial amount to charity as well.
the IRA or the income and gains it earns. Your heirs likely will owe taxes on distributions from the charitable remainder trust just like you did when withdrawing from your IRA. The upside is that the charitable remainder trust can last much longer than the 10-year payout provisions contained in the SECURE Act. What this means is that for individuals wanting to extend the payout period, the charitable remainder trust becomes a practical vehicle to obtain all the benefits of the Stretch IRA with the additional incentive of benefiting a charity after the lifetime of your heirs. GIVING VOICE - SPRING 2020
13
01
CENTER TO EXPAND FINANCIAL COUNSELING LOCAL RESIDENT VALERIE HILL WAS THE FIRST PERSON TO USE SYRACUSE’S NEW FINANCIAL EMPOWERMENT CENTER.
The Syracuse Family Empowerment Center, an initiative of the City of Syracuse, offers free, one-onone professional financial counseling to city residents. We awarded a $25,000 grant to help increase the number of counseling hours the Center offers in partnership with Cooperative Federal Credit Union and Home HeadQuarters. Topics covered during the sessions include improving one’s credit, reducing debt, increasing savings and accessing safe and affordable banking services.
01
02
CENSUS 2020: PREVENTING AN UNDERCOUNT While Census 2020 surveys are just now being collected in New York State, efforts have been underway for more than a year to encourage residents to participate. We awarded a total of $90,000 leading up to the census to help educate residents on the importance of being counted and provide them with the digital access needed to complete the survey. In addition,
WHAT’S HAPPENING
we contributed $10,000 to the New York State Census Equity Fund, a pooled fund that awarded grants across the state to provide education, advocacy and technical assistance.
02
03
LEADSAFECNY COMMUNITY FORUM On February 5, we hosted the LeadSafeCNY Community Forum at the Northside Learning Center. The audience of 80 community members, public officials and local residents heard from a panel featuring Dr. Sandy Lane, Dr. Travis Hobart, Dr. Frank Ridzi, and Peter Dunn. Together the panelists highlighted the ways in which lead poisoning can easily go undetected, undermining community efforts to educate our children and mentor them into successful careers. The message was clear that knowledge is power and that as a community we must work together to end childhood lead poisoning. Learn more and view the PowerPoint presentation at
03
GRANT DEADLINES 14
CENTRAL NEW YORK COMMUNIT Y FOUNDATION
leadsafecny.org.
JULY10, 2020
CAPACITY BUILDING PROGRAMS
OCTOBER 9, 2020
COMMUNITY GRANTS
NEW BOARD MEMBERS
WILLIAM H. BROWER, III
SUSAN FURTNEY
KEVIN E. SCHWAB
VICE PRESIDENT, COMMUNICATIONS & ADVANCEMENT, LE MOYNE COLLEGE
CHIEF STRATEGY OFFICER, UPSTATE UNIVERSITY HOSPITAL
Bill has 32 years of experience working in
Susan has more than 25 years of business
VICE PRESIDENT OF PUBLIC POLICY & GOVERNMENT RELATIONS AND AIR SERVICE DEVELOPMENT, CENTERSTATE CEO
educational advancement. He is skilled in board
development, operations management,
development, comprehensive campaigns,
analytics and consulting experience in for-profit
moves management, volunteer engagement,
and nonprofit organizations. In addition to
stewardship and data analytics. Bill currently
her current position of overseeing strategic
serves on the boards of Christian Brothers
planning and corporate development initiatives
Academy and Catholic Charities of Onondaga
at Upstate University Hospital, she is also the
County. He formerly served as a board member
President of the Samaritan Center Board of
for the Montessori School of Syracuse and the
Directors, a member of the Early Childhood
United Way of Central New York.
Alliance Leadership Council and was previously Initiatives Committee.
industry with expertise in public relations, strategic communications planning and journalism. He developed and implemented the successful Fly Syracuse program, increasing passenger traffic and reducing airfares in Syracuse. Kevin volunteers on the Syracuse Say Yes to Education Scholarship Council and is co-chair of the Literacy Coalition of Onondaga County. He is a member of the New York
STAFF & BOARD UPDATES
a member of our Grants and Community
Kevin is a veteran of the communications
Aviation Management Association.
NEW STAFF & PROMOTIONS
DANA FIEL
JULIET MALOFF
GERIANNE CORRADINO
FINANCE ASSOCIATE
COMMUNICATIONS OFFICER
FINANCE MANAGER
We recently welcomed Dana Fiel as Finance
Juliet Maloff was promoted to Communications
Gerianne Corradino was promoted to the
Associate. Dana is responsible for accounts
Officer. Juliet has worked for the Community
position of Finance Manager. Gerianne has
payable and assisting with the grants process.
Foundation since 2014, most recently as
worked for the Community Foundation
Dana graduated from SUNY Geneseo with a
Communications Manager. In her new role,
since 2015, where she previously served as
dual Bachelor of Arts degree in economics and
Juliet implements communications directed
Senior Finance Associate. She is responsible
art history. Dana enjoys baking and crocheting
to our internal and external audiences and
for managing the organization’s grants and
in her free time.
leads the production of digital and print
accounts payable processes as well as providing
publications. Juliet holds a Bachelor of Arts
affiliate fund and board support. Gerianne
degree in Communications and a Master of
holds a dual Bachelor of Arts degree in French
Science degree in Public Relations from the S.I.
Literature & Language and International Trade
Newhouse School of Public Communications
from SUNY Oswego.
at Syracuse University. She is past president of the board of directors of the Public Relations Society of America - Central New York Chapter.
GIVING VOICE - SPRING 2020
15
Non-Profit Org. U.S. Postage PAID Syracuse, NY Permit No. 1352
CNY PHILANTHROPY CENTER 431 EAST FAYETTE STREET SUITE 100 SYRACUSE, NEW YORK 13202 315.422.9538
HONORABLE JULIE A. CECILE CASEY CRABILL, ED.D. KARIN SLOAN DELANEY, ESQ. CARAGH D. FAHY, CFP ® DANIEL J. FISHER STEPHEN D. FOURNIER
STAFF
BOARD
If you do not wish to continue receiving Giving Voice, please email us at: info@cnycf.org.
PRESIDENT & CEO PETER A. DUNN
FINANCE & ADMINISTRATION KIMBERLY P. SADOWSKI, CPA
Senior Vice President & Chief Financial Officer
ELIZABETH T. HARTMAN, CPA
KATE FELDMEIER FRANZ
Controller
MARK FULLER, CPA
DARRELL D. BUCKINGHAM
LEE GAT TA, CLU ® , CHFC ® , AEP ®
Manager, Foundation & Facility Operations
GERIANNE P. CORRADINO
CAROLYN GERAKOPOULOS
Finance Manager
GRACE B. GHEZZI, CPA/PFS/CFF, CFP ® , CFE, AEP ®
DANA FIEL
BEA GONZÁLEZ DAVID A. HOLSTEIN, ESQ.
Finance Associate
TERRI M. EVANS
Receptionist
DAREN C. JAIME
DEVELOPMENT
LARRY R. LEATHERMAN
THOMAS M. GRIFFITH, AEP ® , CAP ® , CHFC ®
MICHAEL MEATH TIMOTHY PENIX
Vice President, Development
MONICA M. MERANTE, CAP ®
J. DANIEL PLUFF, IMC
Senior Director, Philanthropic Services
DR. EMAD RAHIM, PMP, OMCP, CSM, CM, CKF, CCPM
Development Officer
REBECCA BRONFEIN RAPHAEL
Development Officer
JAN L. LANE
PRAGYA S. MURPHY, MBA JENNY E. GREEN
Manager, Philanthropic Services
GENERAL COUNSEL MARY ANNE CODY, ESQ.
A PUBLICATION OF THE CENTRAL NEW YORK COMMUNITY FOUNDATION
COMMUNITY INVESTMENT FRANK M. RIDZI, PHD
Vice President, Community Investment
DANIELLE M. JOHNSON
Director, Grants & Programs
ROBYN L. SMITH
Director, Strategic Initiatives
DASHIELL M. ELLIOT T
Manager, Grants & Programs
SEAN REED JR.
Manager, Strategic Initiatives
KARI N . SIMPKINS
Associate, Grants & Programs
COMMUNICATIONS KATRINA M. CROCKER
Vice President, Communications
JULIET R. MALOFF
Communications Officer
DARA M. HARPER
Events & Communications Associate
