Living Legacies | 2024

A PUBLICATION OF THE CENTRAL NEW YORK COMMUNITY FOUNDATION

DEAR FRIENDS,

Here at the Community Foundation, we steward the legacies of donors and their ongoing impact. Our mission calls us to help people create permanent charitable support for Central New York support that lives on for generations through hundreds of charitable funds and stories of those committed to making Central New York a vibrant community.

A few of those stories are shared in this installment of Living Legacies, which honors and celebrates the living visions and enduring impact of our legacy donors, past and present. We highlight individuals motivated by connection to Central New York through nonprofit engagement, a sense of gratitude and support for the next generation.

WITH GRATITUDE, TOM GRIFFITH

VICE PRESIDENT OF DEVELOPMENT

SUSAN & MICHAEL MEATH 02

The spirit of generosity that is common among our donors and nonprofit partners encompasses more than just tangible resources and monetary gifts. When we engage in philanthropy, we are telling the world what is important to us through the causes we support. Sharing your story and giving voice to the life lessons and experiences that have shaped your own generosity is another form of giving back.

EVENTS & OFFERINGS

WORKBOOK

Our legacy planning workbook includes a series of exercises and writing prompts to help you document your charitable inspirations in your own words. The workbook is available in both digital and print formats.

WORKSHOPS

The Community Foundation offers workshops for individuals and community groups interested in engaging with civicminded peers in a supportive atmosphere. These interactive workshops explore values-based exercises and communal conversation to help participants reflect on their giving stories and giving visions.

MEETINGS

We can meet with you individually, or with your family, to facilitate a conversation about what matters to you most and how we can help preserve your charitable legacy.

you might find that an early act of kindness from your childhood or a long-standing family tradition influences your current giving.

THE KOERNER FAMILY FUNDS

BEYOND GREAT EXPECTATIONS

03 05 06

LINDA VERNI WILLIAMS

In addition to preserving your charitable legacy for future generations, telling the story of what motivates your philanthropy can inspire others to take action and effect positive change. Sometimes, shedding light on your memories can help illuminate a path toward hope and comfort for others who have shared a similar experience. Alternatively,

No matter where you are in your life, telling your story and sharing what matters most to you is a valuable exercise. Getting started is often the hardest part. Because your story is important to us, we have devised a series of tools and resources designed to help you find your voice, and all are available in person or virtually.

TO LEARN MORE ABOUT OPTIONS FOR PRESERVING YOUR CHARITABLE

LEGACY, CONTACT:

JAN LANE AT LEGACY@CNYCF.ORG OR VISIT 5FORCNY.ORG

GIVING PERSPECTIVES

SUSAN & MICHAEL MEATH

Susan and Michael Meath are well acquainted with the importance of perspective. While they both grew up in Central New York—Michael in Syracuse and Susan in Cortland—they weren’t always aware of the needs and disparities that others were experiencing in nearby neighborhoods. Susan attributes her time in the Navy after college to broadening her worldview and teaching her about service. Michael, for his part, wishes he had gotten civically engaged at an earlier age. While serving on numerous CNY-based nonprofit boards, including the Community Foundation, Michael developed a deeper understanding of the needs of the community.

“With all of its resources and wealth, CNY still has some of the most significant poverty of anywhere in the United States,” said Michael. “Through the efforts of the Community Foundation and so many other tremendous organizations, we hope that poverty can be reduced through safer living conditions, quality education, and supportive services for those in need. All of these lead to work – and connecting people to meaningful, wellpaid jobs is the key to turning the tide on poverty.”

Susan and Michael met while they were both working at Agway. After it closed its doors, following a number of large corporations that were either shutting down or moving out of the area, they went on to establish and run a successful consulting business for many years. Now retired, Susan and Michael divide their time among Delaware, Baltimore, Charlotte and upstate New York. But their strong connection to Central New York remains—in the form of family and philanthropy.

“Central New York was tremendous to us,” said Susan. “We had great opportunities and appreciated our time here. We felt a sense of responsibility to leave something behind in recognition

for the benefits we enjoyed, and the Community Foundation’s 5forCNY program seemed like the perfect fit for our overall estate plan.”

The Community Foundation’s 5forCNY initiative, which invites community members to give back to the region by setting aside a portion of their assets for Central New York charities, immediately resonated with Susan and Michael.

“5forCNY just makes good financial and common sense to us,” said Michael. “At a time when a considerable amount of wealth is transitioning out of Central New York, it is a great way for those of us who benefited from living in the region to pay it back. If everyone who was brought up and profited from being here would participate (whether they moved away or not), we could build up a tremendous resource to provide for future generations.”

When Susan and Michael pass away, a portion of their estate will support Central New York’s greatest needs through the Community Foundation’s 5forCNY Fund. By combining their legacy gift with others, they are partnering with fellow community members to endow and amplify flexible support for today’s and tomorrow’s evolving needs and opportunities. Michael and Susan believe that the recipe for transformative communitywide impact requires communitywide participation. And from their perspective, it’s never too early—or late—to get involved.

SUSAN AND MICHAEL MEATH STAND INSIDE THE GREEN LAKES ENVIRONMENTAL CENTER.

JACK AND POLLY KOERNER AT THEIR DAUGHTER STEPHANIE’S WEDDING IN AUGUST 1986

Education was a cornerstone for the Koerner kids, instilled by their successful and civic-minded parents. Now, their parents’ legacy of shaping young minds to supporting vital causes lives on through the Community Foundation, ensuring a brighter future for generations to come.

While working at her first professional job after college, Sue Pearson heard a pitch to donate to the local United Way. She didn’t hesitate a bit. “Of course I’m going to give to the United Way,” she remembers thinking. “Dad does.”

Her father, Jack Koerner, served as board president for the United Way of Central New York when she was growing up. “I remember seeing a picture of him when he beat the goal for the organization’s annual community campaign,” she said. “He was very successful, competitive and charismatic. You definitely wanted Dad on your team.”

Pearson, the youngest of five, remembers her parents as hardworking, generous and civic minded. Jack, owner of Koerner Ford car dealerships, died May 6, 2022, at age 90. Polly Koerner died October 3, 2023, also at 90. They had been married 68 years and lived for decades in Cazenovia, where they raised a family; cared for horses at their beloved Tamarack Ridge Farm; and supported many organizations by serving as volunteers, board members and donors.

Attending college was assumed for the Koerner kids. “It was an expectation we would go and get a four-year degree,” Pearson said. “Dad was a successful businessman. He understood the value of higher education.”

The Koerners always supported their alma maters — Dartmouth College and Colby-Sawyer College in New Hampshire — and later added their children’s alma maters to their list. They served on the Parents Association for Clarkson College of Technology in Potsdam, which four of their children attended.

In addition to leading the United Way board, Jack also served on numerous boards at First Presbyterian Church of Cazenovia and was a Cazenovia College trustee for two separate terms. Polly volunteered with the Junior League of Syracuse, CazCares, Cazenovia Library, Cazenovia College and the Cazenovia Watercolor Society. “They were classic, stoic people who did not look for attention,” Pearson said. “They appreciated recognition, but being involved in the community was just what they did.”

Now the Koerners’ four daughters will carry on their generosity through individual donor-advised funds that will allow them to support the causes they care about. Jack and Polly created a donor-advised fund at the Community Foundation in 1997 and established two charitable gift annuities.

As the couple designated, remaining assets from the three funds have been pooled and divided evenly among four donor-advised funds — one each for daughters Kathy, Lesley, Stephanie and Sue. After all the daughters pass away, all the money from their individual donor-advised funds will roll back into the Koerner Family Fund to support greatest needs through our Community Grantmaking program.

The Koerners also created a memorial scholarship through the Community Foundation in memory of their son, John, who died in a car accident in 1973. The annual scholarship goes to a Cazenovia High School student who exhibits ideals of selfimprovement and good citizenship.

Jack and Polly’s daughters expect to continue supporting some causes their parents cared most about, including Lake George environmental and preservation causes, and numerous Cazenovia-area civic and community service organizations. The sisters’ current giving supports their alma maters, organizations in their hometown of Cazenovia, mental health causes, therapeutic horsemanship, Meals on Wheels, breast cancer research, the American Red Cross, and children who are orphaned by HIV/Aids in Uganda.

Jack and Polly never explicitly told their daughters they should donate to causes they cared about. Still, Pearson, like her sisters, followed their example and has consistently donated to the schools she attended — Emma Willard School in Troy and Dickinson College in Pennsylvania — and volunteers for civic and community groups. Now she hopes her three daughters, who are in their 20s, carry on the family tradition and support their own schools and causes that are of interest to them.

“Our parents never told us we had to support any particular organization,” Pearson said. “It was ingrained in me and my sisters that this was what you do.”

THE KOERNER DAUGHTERS (LEFT TO RIGHT): STEPHANIE AYER, KATHERINE JOHNSON, LESLEY LEPINE AND SUE PEARSON

BEYOND GREAT EXPECTATIONS: AN UNEXPECTED GIFT WITH UNENDING IMPACT REFLECTIONS

JAN LANE, CAP ® SENIOR PHILANTHROPIC ADVISOR

Last year, we received a letter notifying us that the Community Foundation was the partial beneficiary of a trust. Lucy McLean, who passed away in 2020 at the age of 96, had chosen us, along with three other charities, to receive a surprise bequest. While gifts like this one may be unforeseen, they are not entirely uncommon. Every year, in fact, many nonprofit organizations receive estate gifts that they had not expected. The most surprising aspect of Lucy’s gift is how little she engaged with us during her lifetime. Despite very minimal interactions and only a few small gifts

HOW TO GIVE

from Lucy in the past, she felt strongly enough to entrust us with such a meaningful and enduring legacy.

Whenever the Community Foundation receives an unexpected bequest, we are filled with gratitude and a sense of wonder. Donors may choose not to disclose their plans for a whole host of reasons—ranging from anonymity to uncertainty. In some cases, their connection becomes clear once their gift is revealed; in others, we can only guess at their motivation for giving. What is always apparent, however, is their undeniable belief in our mission.

Lucy, who grew up in Utica, pursued a career with the U.S. Customs and Border Protection and became the first female inspector to be assigned to the U.S. Port at Alexandria Bay, among other assignments. Neither Lucy nor her sister Ellen married or had children. Fredericka, a third sister, married late in life, was widowed and moved in with her sisters in DeWitt. They lived together until Fredericka’s death in 2006, followed by Ellen’s in 2012. Lucy was the recipient and caretaker of many beautiful family heirlooms through the years, including her sisters’ belongings.

Lucy’s trust ultimately named the Community Foundation as one of four charitable beneficiaries. It seems Lucy chose to support causes that were important to both her and her sisters

Giving to CNY is easy; anyone can do it.

You know you want to support CNY and be a part of something bigger that makes a difference. But how?

Various options are available to support the region either through the Community Foundation or other nonprofits in the community, both now and into the future.

While the possibilities are endless, here are three easy options for giving a legacy gift to help you get started:

and honored their connection to Central New York and the Mohawk Valley. Lucy’s legacy gifts, all of which were unrestricted, are an excellent example of 5forCNY, which encourages people who care about Central New York to consider leaving lasting gifts to local nonprofits. Lucy did just that through the Community Foundation and other nonprofits directly.

Lucy’s gift to the Community Foundation, like so many others, will provide enduring and transformative support for future generations. A portion of her gift helped to endow the 5forCNY Fund, which pools dollars from generous community members seeking to make a difference. This fund will provide grants to organizations serving Onondaga, Madison, Oswego, Cayuga and Cortland counties. The remaining portion will provide ongoing support to address the region’s greatest needs through the Lucy McLean Community Fund.

The unexpected and unrestricted nature of Lucy’s bequest echoes the quiet yet profound impact individuals can have on causes they hold dear, even in the absence of overt support during their lifetime. In honoring all legacy gifts, we recognize our responsibility to continue the work that has resonated so deeply with our donors, ensuring that their philanthropic spirit lives on through our continued efforts.

Give to the 5forCNY Fund – By designating the Community Foundation’s 5forCNY Fund as a recipient in your will, your dollars will be pooled with those of other generous community members seeking to make a difference. Grants are distributed from this fund through our Community Grantmaking process, which addresses the region’s greatest needs.

Establish your own legacy fund – Your memories, life stories and giving priorities can be retained and carried on through your giving by developing a legacy plan and named fund at the Community Foundation. Funds can be designed based on your interests to support specific causes, fields of interest or general community needs.

Give through your local charity – Many local charities have endowment funds that you can contribute your gift to. Contact your favorite nonprofits and ask them how to designate their organizations in your will.

To learn more about options for preserving your charitable legacy, contact: Jan Lane at legacy@cnycf.org or visit 5forCNY.org

CENTERED GIVING LINDA VERNI WILLIAMS

When Linda Verni Williams first opened the Oneida Lakes Arts & Heritage Center (“the center”) in October 2021, she wasn’t sure anyone would show up. She had long dreamt of creating a central gathering place for artists and people of all ages to learn, share and grow together, and nothing of the sort existed in Sylvan Beach.

Linda was well aware of the challenges posed by trying to start and sustain a year-round community arts center in a mostly seasonal resort town. But she chose the location where Oneida, Onondaga, Oswego and Madison counties meet intentionally, hoping to attract people from all over Central New York and beyond.

“I’ve done all kinds of things, not knowing that I couldn’t,” said Linda. “And you can do a lot with a little. I thought, ‘Glimmerglass started in a barn and grew. Maybe we can grow here.’”

In just two short years, the center has already come a long way. Linda, with the help of her children, grandchildren, board members, former students and community volunteers, has transformed the former restaurant into an art gallery, rehearsal space, dance floor, performance area and classroom. Each month brings a new schedule of events and activities, including a sunset concert series, choral singing, open mic nights, paint and sips, sound baths, piano lessons, puppet shows, ballroom dancing and more.

“The evolution of this whole place has been organic,” said Linda. “I just brought in two pianos and opened the doors. The community has responded in exciting and unforeseen ways.”

Linda’s vision of creating a space dedicated to growth in the arts continues to expand and evolve through ongoing community conversations and collaborations. One such example is the Sylvan Beach Historical Exhibit, a growing gallery of photos and artifacts chronicling the history of the area generously donated by one of the center’s patrons who decided that her collection would do more good in the community than in her home. These artifacts are now on display alongside artwork from the Paul Parker Utica Trust, a collection of paintings and sketches that has been restored to public access at the center after years of archival storage following a water disaster. Rental proceeds from these paintings are intended to benefit underrepresented regional artists and depict scenes of pre-urban renewal Utica, like the area where Linda’s father’s restaurant, Verni’s, stood.

In more ways than one, the center is a culmination of Linda’s history and passions. From growing up and teaching music in Utica, to joining the school board and leading a community chorus in Madison County, to involvement with ballroom dance, St. David’s Celebration of the Arts, The Syracuse Orchestra, Sounds of Music Association and Upstate Oasis, the center is at the heart of everywhere she’s lived and everything she’s done.

“Teaching and giving back have been my key. God gave me a gift of music that I needed to share,” said Linda. “The outside world hurts our soul. Music and art are soul therapy.”

Linda will never forget the first time she touched a piano as a 7-year-old Catholic school student. She was mesmerized and

determined to take lessons even though her family didn’t have a piano at home. After two years of persistent begging, she received permission to practice on the pianos at the convent, which she did dutifully before and after school every week. Her father, no matter how busy he was with his restaurant, would habitually visit the convent and listen to Linda play.

Years later, while teaching in Utica City School District, Linda started Music in the City, a music education program for youth from underresourced neighborhoods. Drawing from her own experience, Linda borrowed instruments for the children to play and stepped into her father’s former role, listening to the budding musicians as they practiced. When grant funding for the program was cut after four years, Linda was forced to close the doors.

The center represents a new chapter and opportunity for Linda to bring all her past experiences to bear. She has exciting plans for the future too, including collaborations that will highlight the area’s Indigenous history and heritage, community cooking classes and one day maybe even a stage overlooking the lake that serves as the summer home for an orchestra or opera. While her vision for the center is ever-expanding, her objectives have always been clear: “Welcome, learn, grow and share.”

Ultimately, her highest hope is that her dream will live on after her. In an effort to sustain her vision, Linda made arrangements to establish a legacy fund using proceeds from a trust that will transfer to the Community Foundation upon her death. After Linda passes away, the Linda Verni Williams Fund will provide annual support to Linda’s chosen charities, including the Oneida Lake Arts & Heritage Center.

“I want this to go beyond me.” said Linda. “I want this to keep going and growing. Finding funding for the arts is a struggle. That’s why I chose to partner with the Community Foundation to endow a continuing legacy for the arts in CNY.”

LINDA SITS AT HER PIANO AT THE ONEIDA LAKE ARTS & HERITAGE CENTER.

CNY PHILANTHROPY CENTER

431 EAST FAYETTE STREET SUITE 100

SYRACUSE, NEW YORK 13202

315.422.9538

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BOARD

LISA D. ALFORD

CATHERINE BERTINI

WILLIAM H. BROWER III

KARIN SLOAN DELANEY, ESQ.

DANIEL J. FISHER

STEPHEN D. FOURNIER

KATE FELDMEIER FRANZ

MARK A. FULLER, CPA

SUSAN FURTNEY, MPH, FACHE

LEE GATTA, CLU®, CHFC®, AEP®

BEA GONZÁLEZ

DR. WARREN HILTON

JOSEPH LAZZARO, CFP®, CLU®

LEYLA Z. MORGILLO, CFP®

DR. EMAD RAHIM, PPMP, OMCP, CSM, CM, CKF, CCPM

REBECCA BRONFEIN RAPHAEL

CAERESA RICHARDSON, PMP

KEVIN E. SCHWAB

MARTIN A. SCHWAB, ESQ.

GENERAL COUNSEL

MARY ANNE CODY, ESQ.

ANONYMOUS (91)

LESTER C. ALLEN

EUGENE G. ARMANI

PAMELA V. ASHMEAD

KAREN C. & PETER J. BARON

ANNETTE LINDEMER BECKER

RONALD & CAROLE BECKMAN

MR. & MRS. GARY & ALICE BELL

ANNETTE & LEE BENSON

CATHERINE BERTINI

PATRICIA+ & WALTER BLACKLER

STEVEN BLIND

SUSAN BOETTGER

VICKI BRACKENS

WILLIAM V. BRENNAN

THOMAS A. BRISK+ & GERALD M. MAGER

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JIM BRUNO & TOSCA BRUNO-VAN

VIJFEIJKEN

MINNA R. BUCK

ALICIA & DICK CALAGIOVANNI

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JAMES CASASANTA

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MARILYN F. CROSBY

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BOB & JOAN DERRENBACKER

PETER J. EMERSON

PAUL M. ENGLE

CARAGH D. FAHY

STAFF

PRESIDENT & CEO

MELANIE LITTLEJOHN, MBA

COMMUNICATIONS

KATRINA M. CROCKER

Vice President of Communications

JULIET R. MALOFF

Senior Communications Officer

CORY SCHAD

Senior Events & Communications Manager

COMMUNITY INVESTMENT

FRANK M. RIDZI, PHD Vice President of Community Investment

DARRELL D. BUCKINGHAM Program Officer

COLBY CYRUS Program Manager

ELISIA GONZALEZ Grants Manager

DANIELLE M. JOHNSON

Senior Director of Grants & Programs

KANISCHA MILLER Program Associate

QIANA WILLIAMS Program Officer

TIMOTHY & KAYE FENLON

RALPH FERRARA

DORRIS A. FOX

MARC B. FRIED

IAN GALLACHER & JULIA MCKINSTRY

KATHIE & GUY GARNSEY

LEE M. GATTA & JOE REDDICK

BARBARA W. GENTON

ANGELA HUFF GRIFFIN & JOHN P. GRIFFIN

LINDA DICKERSON HARTSOCK

MR.+ & MRS+. BURNETT D. HAYLOR

WILLIAM & SANDRA HEMMERLEIN

BERNIE G. HENDERSON

LINDA L. HENLEY

RICHARD & JANICE HEZEL

PATRICIA A. HOFFMAN

ALEXANDER+ & CHARLOTTE HOLSTEIN

JOYCE DAY HOMAN

MR. & MRS. ROBERT L. HOOD

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JOHN H. KOERNER

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KEYSOR LECHANDER

JIM+ & HARRIET+

H. RICHARD LEVY

DOUGLAS & THERESA LEWIS

ZALIE & BOB LINN

DEVELOPMENT

THOMAS M. GRIFFITH, AEP ® , CAP ® , CHFC ®

Vice President of Development

ELIZABETH GAGNÉ Philanthropic Services Officer

TORI HART Philanthropic Services Officer

JAN L. LANE, CAP ® Senior Philanthropic Advisor

MONICA M. MERANTE, CAP ®

Senior Director of Philanthropic Services

PRAGYA S. MURPHY, MBA, CAP ® Senior Philanthropic & Impact Investment Advisor

FINANCE & ADMINISTRATION

KIMBERLY P. SADOWSKI, CPA

Vice President & Chief Financial Officer

GERIANNE P. CORRADINO, SHRM-CP

Human Resources & Operations Officer

YEISHA NÚÑEZ-DENSON

Accountant

TERRI M. EVANS Administrative Associate

DANA FIEL Finance Manager

JENNY E. GREEN

Senior Information Systems Officer

ELIZABETH T. HARTMAN, CPA

Senior Director of Finance

DAVONA LAWRENCE Finance Associate

ANNE GILMOUR LLOYD

JAMES E. MACKIN, ESQ.

CANDACE & JOHN MARSELLUS

JIM & RUTH MARSHALL

GAIL M. MCINTYRE

MICHAEL & SUSAN MEATH

ELISA MESCON

ANNE L. MESSENGER

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CONSTANCE M. QUINN

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SCHOLARSHIPS & STUDENT SUCCESS

AHMEED H. TURNER

Vice President of Scholarships & Student Success; Executive Director of Say Yes Syracuse

DANA E. LYONS-CANTY Officer of Scholarships & Student Success, Say Yes Syracuse

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DR. ROBERT G. SARGENT

PHYLLIS HOTCHKISS SCHWARTZ

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KAREN R. SEYMOUR

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CELESTINE & JOHN THOMPSON

CHARLES+ & CYNTHIA+ G. TRACY

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JOHN S. TUTTLE

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LINDA VERNI WILLIAMS

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CAROLE WEHRLE

ELIZABETH K. WELCH

DR. & MRS. THOMAS R. WELCH

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NORMA WIDMANN

ANGELA C. WINFIELD & LANCE M. LYONS

CATHERINE J. WINGER

MARY FRAN YAFCHAK

MR. & MRS. J. WARREN YOUNG