Advisor News

• July 2023 Professional Advisor Connections

  Jul 17, 2023

  Read our July 2023 Professional Advisor Connections newsletter for professional advisors. In this issue, we share a story about Dan Byles-Smith, a certified public accountant and financial planner who works…

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• December 2022 Professional Advisor Connections

  Jun 14, 2023

  Read our December 2022 Professional Advisor Connections newsletter for professional advisors. In this issue, we share an update on the Buffalo Together Community Response Fund, established in the wake of…

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• Article: The Future of Family Philanthropy

  Dec 14, 2022

  Family philanthropy is a way to carry on a family's name and legacy. In a time of complicated transitions and historical opportunities, philanthropic families are reflecting on their purpose, pace,…

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• July 2022 Professional Advisor Connections

  Jul 30, 2022

  Read our July 2022 Professional Advisor Connections newsletter for professional advisors. In this issue, we share an update on the Buffalo Together Community Response Fund, established in the wake of the…

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• How Charitable Planning Helps Retain Clients

  Jun 7, 2022

  Click here for an article you may find helpful when considering strategies for strengthening client relationships.

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• Professional Advisor Spotlight: Fenster, Lewis & Good, LLC

  Apr 20, 2022

  “The client is the most important part of our work,” said David D. Fenster. That is engrained in the fabric of the attorneys who work at Fenster, Lewis & Good,…

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• April 2022 Professional Advisor Connections

  Apr 8, 2022

  Read our April 2022 Professional Advisor Connections newsletter for professional advisors. In this issue, we share how attorneys at Fenster, Lewis and Good have partnered with the Community Foundation to…

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• Professional Advisor Spotlight: Cathy Wettlaufer, Esq., Partner, Barclay Damon

  Nov 16, 2021

  For Cathy Wettlaufer, the Community Foundation for Greater Buffalo has always been a reliable fixture in  Western New York.  “It has been a constant, and I have watched its role…

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• November 2021 Professional Advisor Connections

  Nov 15, 2021

  Read our November 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, a…

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• July 2021 Professional Advisor Connections

  Aug 13, 2021

  Read our July 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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