Advisor News

  • March 2021 Professional Advisor Connections

    Mar 31, 2021

    Read our March 2021 Professional Advisor Connections newsletter for professional advisors. This issue includes updates on the Community Foundation’s work in action, specifically the Western New York COVID-19 Community Response Fund,…

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  • Article of the Month: Charitable Gifts of Real Estate – Part I

    Oct 6, 2020

    For many donors, the most significant part of their net worth is real estate. Thus, gifts of real estate are a very common asset used for charitable gifts.

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  • Updating Estate Plans: Helping Your Clients Plan Their Legacy

    Sep 17, 2020

    The last several months have been concerning and unsettling for many. The challenges emerging from the COVID-19 crisis are broad and are impacting health, employment, education, religious practices and even…

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