Giving Voice | Spring 2020

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

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BOXES OF EMERGENCY FOOD RESPONSE TO COVID-19 AT THE FOOD BANK OF CENTRAL NEW YORK

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POINT OF VIEW

COVER STORY COVID-19: WHAT IS THE ROLE OF PHILANTHROPY DURING A CRISIS?

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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

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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

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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

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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

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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

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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.

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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

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NEW INVESTMENT WILL CREATE NEW LEAD-FREE HOMES

NICOLA DASILVA UTILIZED A MORTGAGE FROM HOME HEADQUARTERS TO PURCHASE HER FIRST HOME, LOCATED IN SYRACUSE.

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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

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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.

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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

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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

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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

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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

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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

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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.

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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.

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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

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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.

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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