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.
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.
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.
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)
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.
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.