Professional Advisors

We can help your clients simplify their giving and give wherever their interests lie, locally and nationally. Your clients can open a fund at WCF with a single tax-deductible contribution. We then manage and invest the fund and help them direct grants to nonprofits at their own pace. When they are ready, we are here to provide personalized support and customized research on local and regional nonprofits. 

 

 

We share your client's passion for doing good, better. We provide a boutique-style, personalized approach to make it simple and efficient for your clients to broaden their philanthropy. 

 

Our educational programs on community issues offer ongoing opportunities for donors and their families to become involved.

Your clients can start a fund with a gift of cash or stock. We can also help them donate other non-cash assets, unusual gifts, and those seeking to convert a private foundation. As a division of the New York Community Trust, we work closely with staff and General Counsel at the Trust to help you help your clients develop their philanthropic legacy.

When your client endows a fund using a charitable bequest at the Westchester Community Foundation, they are creating a permanent legacy that will never stop giving. We preserve the principal of the bequest and honor your client's charitable intentions by finding the best and most effective charities to fund. As part of Westchester's community endowment, a bequest grows over time into a powerful tool for doing good in our community.

Questions?

Get in touch. We can help.  

Laura Rossi, Esq.

Executive Director

[email protected]

 

Reading the Tea Leaves webinar from June 4, 2021

On Friday, June 4, the Westchester Community Foundation hosted a webinar called Reading the Tea Leaves: A Discussion on New Developments in Tax Law and Policy.

 

Below please find the entire recording, plus two clips from the webinar talking about Roth IRAs and the step-up in basis.

Two video clips from the
Reading the Tea Leaves webinar

Donna Banks

Director of Donor Relations and Communications

[email protected]

The panelists:

Laura Saunders (Reporter @The Wall Street Journal)

Laura Saunders has long specialized in writing about taxes, first at Forbes and since 2009 for The Wall Street Journal. “Taxes sit squarely at the intersection of economics and politics, with consequences for everybody,” she says. When not writing about the code, she indulges her passion for literature and has published essays on Ralph Ellison, Flannery O’Connor, and Herman Melville. She earned a B.A. from Sewanee: The University of the South, and an M.A. from Columbia University. She lives with her family in New York City.

 

Jose Reynoso, Esq., JD, LL.M (Director of Advanced Tax & Estate Planning/Trust Services @Clarfeld/Citizens Private Wealth)

Jose leads the national personal planning organization for Clarfeld Citizens Private Wealth. An expert in income, gift and estate tax planning, Jose leads seminars for professional groups, business owners, and wealthy families. He has led panel discussions on current tax developments, complex giving strategies, philanthropic planning and family governance. Jose earned his B.S. from Cornell University and a JD and LL.M., specializing in taxation from New York University School of Law. He is admitted to practice law in New York and before the U.S. Tax Court and is a member of various bar associations, as well as the international Society of Trust and Estate Practitioners. Jose served as President of the Estate Planning Council of Westchester County Inc. He is currently Treasurer of Cornell University’s Latino Alumni Association (CLAA). Jose resides in Westchester County with his family. He served on the Westchester Community Foundation Board.