Our events are free and open to our donors, advisors, and their guests. Please contact Laura Rossi, Executive Director, or visit the Events tab on MyNYCT for information on upcoming events. For events open to the general public, visit our Newsroom.
On Wednesday, September 13, 2023, the Foundation hosted a program for caregivers.
Moira Laidlaw, Esq., of Hollis, Laidlaw & Simon, P.C. and Michael Picon, author of The Caregiver’s Notebook and Unleashing the Power of Attorney, shared insights and guidance on understanding the scope of caregiving and resources available, the healthcare and legal systems that caregivers navigate, and practical tools to decrease stress and support.
Access the video here.
On Wednesday, November 30, 2022, the Westchester Community Foundation hosted a Town Hall with Executive Director Laura Rossi, Board Chair Sarah Jones-Maturo, and donor and former Board Chair Dale Akinla in conversation with New York Community Trust President Amy Freitag. Panelists discussed the work of the Foundation and the county’s biggest challenges. It was a thought-provoking, informative evening that focused on how we can work together to improve the quality of life for all. Access the video here.
On May 25, 2022, the Foundation launched the Westchester Index, an equity-focused community indicators project with data and analysis spanning 6 topic areas and 65 individual indicators. Developed by CGR. Its aim is to provide information that the Westchester community can use to examine disparities across racial, ethnic, and socioeconomic divides and develop solutions. Data, analysis, maps, charts and a customizable dataset are available at https://westchesterindex.org. To view a video of the event, click here.
February 2022
An ethical will presents an opportunity to convey to your loved ones and community your values, beliefs, and wisdom. While legal wills provide instruction on what to do with material assets, including legacy bequests to support causes you care about, ethical wills are not legal documents. They are deeply personal, and can include memories, lessons learned, hopes for the future, and statements of your life’s purpose.
In this presentation Rabbi Pamela Wax, spiritual care coordinator at Westchester Jewish Community Services, shared the history of ethical wills, read some classic and contemporary examples, and helped participants consider how they might use an ethical will to pass on their legacy. Trusts and estates attorneys and wealth advisors learned how to integrate ethical wills in to their work. Watch the video here.
June 2021
A Virtual Discussion on New Developments in Tax Law and Policy
Our June 2021 webinar featured a robust discussion and analysis of emerging issues in tax policy, including income tax, capital gains tax and the step-up basis rules, and estate and gift tax. Watch the video here.
The Panelists:
Laura Saunders (Reporter @The Wall Street Journal)
Jose Reynoso, Esq., JD, LL.M (Director of Advanced Tax & Estate Planning/Trust Services @Clarfeld/Citizens Private Wealth)
November 2020
The Foundation hosted a community-wide webinar in November 2020 featuring Tyrone McKinley Freeman, author of Madam C.J. Walker’s Gospel of Giving. Walker, the daughter of enslaved parents, founded a beauty empire more than a century ago, eventually making her home, Villa Lewaro, in Westchester’s Irvington-on-Hudson. Dr. Freeman described Walker’s life and her role as foremother of African American philanthropy. Listen to the audio recording here.
2011 - 2019
2017
Women’s Financial & Philanthropic
Learning Series
The Trust offers a free event series that provides resources, knowledge, and expertise on financial matters of particular concern to women.
Please contact Marie D’Costa at (212) 686-2461 if you are interested in joining us for these events, filled with learning, conversation, and cocktails as we discuss and plan our futures, in a confidential and safe environment.
Recent topics have included:
- Your Health & Retirement: Expert medical, financial, and legal professionals shared how best to stay ahead of the curve and make sure your vision for retirement become a reality, whether you’re soon-to-be retired, or are already there.
- 5@55: The 5 Essential Legal Documents You Need by Age 55 Is your financial house in order? Having the right documents in place can make all the difference. Our panelists shared the best ways to be prepared with our attendees.
- Caring for Your Aging Loved Ones: How to best protect them, put plans in place, and alleviate the worry.
- Taking Charge On Your Own. Medical, financial, and legal experts shared ways to ensure that our donors have enough in the sweet years of their lives, and won’t outlive their resources.
Topics and experts discussing them are thoughtfully chosen by our Women’s Advisory Council, whose members are listed below.
- Patricia “Pat” Caldwell, Partner, Co-Founder, Gordian Group, LLC
- Trish Chambers, Senior Vice President, Private Banker, City National Bank
- Gail Cohen, Esq., General Trust Counsel, Fiduciary Trust Company
- Nicole Francis, CFP, Manager, Hudson Advisory Group
- Patricia Galteri, President and Managing Attorney, Meyer, Suozzi, English & Klein, P.C.
- Cindy Gerhard, Regulatory Head, Treasury & Trade Solutions (TTS), MD, Citi
- Nadine (Dina) Gordon Lee, CPA, PFS, CFP, Managing Director, The Colony Group’s Metro NY Offices & President of the Colony Family Office
- Judith “Judie” Grimaldi, Esq., Grimaldi & Yeung
- Kim Isaacs Katz, Principal, Bernstein Private Wealth Management
- Jane Newton, CFP, MBA, Managing Partner & Wealth Advisor, RegentAtlantic
- Jessica Rigby, CFP, Senior Wealth Manager, BNY Mellon Wealth Management
- Judith E. Turkel, Esq., Partner, Turkel Forman LLP
- Judith Werbitt, Senior VP Wealth Management, Wealth Management Advisor, Portfolio Manager, CRPC, The Werbitt Cicale Group, Merrill Lynch
- Lola C. West, Managing Director, WestFuller Advisors
