The New York Community Trust ads

On Long Island, our Community Needs Fund supports Pal-O-Mine Equestrian in providing young individuals with disabilities the opportunity to gain work experience while also learning about financial literacy. It’s #GivingSeason! Donate to our Community Needs Fund, where your gift will help programs like Pal-O-Mine’s equine-assisted therapy. Read more 🔗: https://lnkd.in/enSxppih

A recent grant from our Community Needs Fund supports SECOND CHANCE FOODS in delivering surplus food from grocery stores and farms to pantries and community programs in Westchester, where one in three households experiences food insecurity. It’s #GivingSeason! You can join us in saying “Yes!" to more great programs improving life in our region. Read more here 🔗: https://lnkd.in/enSxppih

Make a difference in your community. Give today! 🔗: https://lnkd.in/eJwFMPvn “We created the Community Needs Fund so we could be nimble, responsive, and strategic in addressing new and abiding challenges in our region. It’s helped us fund nonprofits doing everything from mitigating the local effects of climate change to providing mental health care for survivors of domestic violence.” - Shawn Morehead, VP and Chief Program Officer

Your guidance matters more than ever. Our speakers will explore the financial ripple effects of recent policy shifts and discuss strategic opportunities for incorporating charitable giving into estate and tax planning to maximum effect. Join us for a lively conversation, including practical takeaways to help your clients make year-end decisions they can feel good about—both financially and philanthropically. Register via Zoom here 🔗: https://lnkd.in/eFmbVUXy Tuesday, October 28, 2025 | 12:30 - 1:30 PM EDT Audra Lewton, Esq., Director of Planned Giving, The New York Community Trust Paul H., Executive Director, Asset Allocation, UBS-Chief Investment Office Moderator: MP D., Award-Winning Personal Finance Writer, Editor, Author 1.0 CLE and 1.0 CPE credits are available through this free event, made possible by The New York Community Trust, the community foundation for NYC, Long Island, and Westchester.

Charitable giving made simple, strategic, and local. At The New York Community Trust, we make it easy for your clients to support the causes they love through customized giving solutions.

A well-crafted estate plan does more than protect assets; it expresses values. Partner with The New York Community Trust to help your clients incorporate charitable giving into their financial plans. With nearly a century of experience and an unwavering commitment to our region’s future. We help generous people make their mark, one meaningful gift at a time.