“For me, the Community Foundation is a valuable partner to which I can refer clients when they have charitable intentions but aren’t sure how to fulfill them. I know they will get sound advice.”
– Patrick L. Emmerling, Esq.
Partner, Bond, Schoeneck & King Attorneys
Honoring Your Clients’ Wishes
We aim to work collaboratively with you to serve your clients’ philanthropic wishes. As a professional advisor, you are the most important resource for planned giving and cultivating a substantial charitable legacy. The Community Foundation for Greater Buffalo is another tool for you to make your offering even more impactful. We will work alongside you to formulate a plan that best suits your clients’ needs and you will be at the helm, helping to create a charitable solution based on what matters most to your client.
Partnering with Us
First and foremost, we act only as directed by you, getting as involved as you see fit. Our performance is proven, and we believe you and your client will see the value of our guidance.
Our assets are professionally managed and have consistently outperformed benchmarks. Each of our client’s charitable assets reap the benefits of our more than $485 million investment portfolio. What we bring is expertise in working with individuals and families to help them articulate their charitable wishes and determine appropriate solutions.
Best of all, we make it easy for both you and your client. Clients are not required to file a Form 990, protecting their privacy. Funds with us are not subject to annual taxes or minimum payout requirements. The process for creating a named fund could not be simpler.
At the end of the day, the role we play is up to you. Working with us in any capacity means making the most of your client’s charitable dollars. To learn more, please contact Mary Bradach at (716) 852-2857, ext. 219 or email@example.com.
You may also find the answers to some of your questions on our Frequently Asked Questions page that can be found here.
“As a CPA, one of the biggest advantages I see for my clients when working with the Community Foundation is to have a place where they make a large donation, from say an appreciated stock or a high income year, and then it can be administered over time to support many charities. It is a win-win for the client and the community. It also introduces them to the Community Foundation and allows them to see the other good aspects of the Foundation.”
– David Blesy
Certified Financial Planner at Blesy & Associates
“I have been working with the Community Foundation for several years now and I have found the team to be a great resource for any charitable issue or questions that my clients have. From transitioning private family foundations from generation to generation to helping a client focus their giving on areas of interest, the team is responsive and easy to work with. Plus, the Community Foundation has an impressive investment advisory approach.”
– Teresa M. Majors, CPA
Partner, Dopkins & Company, LLP
“I became acquainted with the Community Foundation when I first started practicing trust and estate law in Buffalo. Over the years, I have learned a lot more about the Community Foundation and what is has to offer my clients when it comes to making the most of their generosity. It has been an educational and uplifting experience for me and I feel confident that the Community Foundation uses the funds entrusted to them to do good in our community and beyond. It is a full partnership with both of us working together to get things done for my clients.”
– David J. Luzon, Esq.
Partner, Barclay Damon
“For clients who wish to leave a charitable legacy, the Foundation is a great resource and partner.”
– Elizabeth R. Hulley, CFP
Vice President-Investments, Wells Fargo Advisors