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Why partner with the Community Foundation for Greater Buffalo?
As a professional advisor, you are often the first and most important source of information for people interested in planned giving or in creating a substantial charitable legacy. Since 1919, we have helped thousands of local clients and their professional advisors find solutions to make the most of their generosity. As one of the largest grantmakers in Western New York, we are knowledgeable about the mission and needs of many local organizations, and can help connect your clients with the causes they care about most today and in perpetuity.
How you and your clients can benefit from working with the Community Foundation
We do as you direct us
- Honoring client intent is our mandate. A client's intent is captured when a fund is established or planned for, and in the case of a planned gift through a letter of understanding to ensure each client's charitable legacy is managed in perpetuity
- We offer opportunities for clients to establish a perpetual legacy
- We make scholarships simple. We have the largest scholarship program in Western New York and can simplify the process for organizations or clients trying to navigate the IRS rules themselves
Our investment performance is competitive
- Our assets are professionally managed and have consistently outperformed benchmarks
- Clients’ charitable assets reap the benefits of a nearly $300 million investment portfolio – by investing together our clients have access to investment managers and asset classes, which they may not be able to access individually. The end result is more money available to support charitable causes
We make giving easy
- Clients are not required to file 990 forms; their privacy is protected. All funds within the Community Foundation are covered under a single 990 form and a single audit. That minimizes the administrative burden and also allows clients to disclose what they give, when they choose to disclose it
- Funds at the Community Foundation are not subject to annual taxes or minimum payout requirements so they can accumulate for future charitable purposes
- Your clients receive a full tax deduction for their original and any subsequent gifts, which are invested in a tax-free environment and then used for charitable purposes
- The process for creating a named fund is simple, can be accomplished in a matter of minutes and we do not charge for our time
- A client can establish a gift using non-cash assets including closely-held or publicly traded stock, real or personal property, and insurance
- We offer opportunities for clients with children to share their values and beliefs about giving with their heirs
The role we play is up to you. Your clients can determine their desired level of involvement. If they prefer to remain anonymous, we are glad to work exclusively with you. If not, you're welcome to invite them to contact us directly.
We invite you to contact us at any time by emailing Betsy Constantine or calling her at 716-852-2857.