Neighbor News
WCF working to help donors do good work in Westchester
Community Foundation names Professional Advisory Committee to help make the most of philanthropic dollars
From left to right: Rita Gilbert, Jennifer Hu Corriggio, Ray Planell, Steve Condon, Vincent Cucuzza, David Ringler, Karen Walsh, Kathy Rosenthal, Larry Thaul, and Dale Akinla. Photo by Greg Jannacone
(Hartsdale, NY—January 6, 2017) To create a stronger philanthropic base in Westchester, the Westchester Community Foundation has launched its Professional Advisory Council, a group of leading professional advisors dedicated to promoting philanthropy in Westchester. The Council will work with professional advisors to help them be better prepared to talk with their clients about philanthropy.
“Professional advisors play an important role in assisting their clients with their philanthropy and charitable giving,” notes Kathy Rosenthal, Chairperson of the Council and a member of the Foundation’s Board of Advisors. “They can also find it personally rewarding.”
Jennifer Hu Corriggio, Esq. CAP®, Director of Philanthropy & Donor Relations, will serve as the staff liaison for the Professional Advisory Council.
Members of the inaugural Council:
Chairperson Kathy N. Rosenthal, Esq., Partner, Rosenthal & Markowitz, LLP; Jose A. Reynoso, JD, LL.M, Managing Director, Clarfeld Financial Advisors; James T. Ausili, Esq., Partner, Bleakley Platt & Schmidt, LLP; Michael Markhoff, Esq., Partner, Danziger & Markhoff, LLP; Karen J. Walsh, Esq., Partner, Walsh & Amicucci LLP; Dale Akinla, LL.M, S.J.D, CFP®, Vice President, Financial Planner, Morgan Stanley; Rita K. Gilbert, Esq., Partner, Hyman & Gilbert; David Ringler, CAP®, CRPC®, Financial Advisor, Merrill Lynch; Larry Thaul, CLU, ChFC®, CLTC, President, Co-Founder, Millenium Financial, Inc.; Steve Condon, Financial Consultant, Benjamin F. Edwards & Co.; Vincent Cucuzza, CFP®, ChFC®, CAP®, Financial Planner, Barnum Financial Group; Bill Zeltner, Esq., Senior Vice President and Regional Wealth Planning Manager, Wells Fargo Private Bank; Matt McCrosson, Partner, PKF O’Connor Davies, LLP; Raymond M. Planell, Esq., President, The Kensico Cemetery.
About the Westchester Community Foundation:
Since 1975, the Westchester Community Foundation has worked to improve the quality of life in Westchester by addressing community issues, promoting effective philanthropy, and connecting donors to critical, local needs. The Foundation enables people with philanthropic interests to easily and effectively support the causes they care about — immediately or through their estate plans. The Westchester Community Foundation ended 2016 with assets of $60 million and distributed $6 million in grants. For more information, visit: www.wcf-ny.org.
