Advisor News
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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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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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