Advisor News

• 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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• 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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