Advisor News

• 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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