“I take great
pleasure in working with families that span multiple generations and serving as their trusted advisor,” said Bob Ingrasci. “I take pride in aiding them in preserving their legacies with thoughtful estate and charitable planning to ensure that their legacy lives on.”
Bob is a CPA and partner at Lumsden McCormick, where his practice area focuses on tax planning and compliance for high-net worth individuals and multi-generational families. That includes income tax compliance and planning, as well as complex estate and gift planning, charitable gift planning, and trust and estate administration.
Bob was introduced to the Community Foundation several years ago when he began partnering with them to create customized charitable solutions for his clients through donor advised funds and making gifts of appreciated securities. In 2018, Bob joined the Professional Advisor Council, a group of local attorneys, certified public accountants and financial professionals who work toward gaining a deeper understanding of the Community Foundation’s services and its role in Western New York, and provide feedback to enhance its ability to be a preeminent resource on charitable giving for the professional advisor field.
“I was greatly impressed by the depth of community partnerships and collaborative initiatives that the Community Foundation offers—I was not aware of that before I had joined the Professional Advisor Council,” Bob noted, adding that he also appreciates the Community Foundation’s reach across all of the region, including Niagara County, which is near and dear to his heart. “It’s amazing to see how far reaching the impact is within the community. The Community Foundation reaches every corner of Western New York.”
As his relationship with the Community Foundation has deepened over time, Bob continues to refer his clients.
“My clients seek flexibility and creative options when it comes to their charitable planning,” Bob explained. “Partnering with the Community Foundation has unlocked numerous opportunities for my clients. Whether transitioning a client’s private family foundation, which may no longer be ideal for the family, into a donor advised fund or the creation of a charitable remainder trust to support their philanthropic goals and secure financial benefits for their family, the team at the Community Foundation can provide many options.”
Bob appreciates the partnership with the Community Foundation and working toward the common goal of supporting his clients as they preserve their legacies and achieve their charitable goals. “Working with the Community Foundation is incredibly rewarding, as it allows us to support our clients, while also contributing to the well-being and growth of our community,” he said.