Advisor News
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Navigating multiple charitable strategies for clients
Dec 2, 2024
Charitable giving is always an important strategy to discuss with your clients. Many individuals and families are philanthropic, of course, and charitable gifts reduce taxable income and avoid estate taxes.…
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Tips for starting a charitable giving conversation
Nov 5, 2024
Whether the matter at hand is tax planning, updating wills and trusts, or structuring retirement portfolios, attorneys, CPAs and financial advisors are no strangers to tough conversations. How can those…
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Planning for Year-End in the Fall
Oct 11, 2024
As the year begins to wind down, consider tapping into your clients’ philanthropic interests as a catalyst to motivate them to start addressing year-end planning items right now rather than…
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Gifts of real estate to meet charitable goals
Sep 3, 2024
We are hearing from more and more attorneys, accountants, and financial advisors that your clients are expressing interest in giving real estate to charity. This is wonderful news! Gifts of real…
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July 2024 Professional Advisor Newsletter
Aug 7, 2024
Read our July 2024 Professional Advisor Connections newsletter for professional advisors. In this edition, you will learn about the Professional Advisor Honor Roll Luncheon, where we proudly brought back the Gordon…
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Unrestricted giving, the trust factor, and why it matters to your clients
Jul 1, 2024
Every day, the team at the Community Foundation works to deepen their local knowledge of the most pressing needs in our community. For 105 years, the Community Foundation has had…
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Gifts of appreciated stock: Let the numbers do the talking
Jun 13, 2024
No matter how frequently you remind clients to pause before they automatically reach for the checkbook to make their charitable gifts, many clients still give cash. As an attorney, accountant,…
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Fund types tailored to your client’s charitable goals
Jun 5, 2024
For more than 100 years, the Community Foundation for Greater Buffalo has worked alongside attorneys, certified public accountants and financial professionals to create customized solutions with high-level client service that…
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Tools for charitable clients who are planning ahead
Jun 1, 2024
The team at the Community Foundation can help you with your clients’ long-term charitable giving plans by putting in place the structures to receive bequests decades from now. Consider a…
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March 2024 Professional Advisor Connections
Mar 27, 2024
Read our March 2024 Professional Advisor Connections newsletter for professional advisors. In this issue, you will find a story about Larry Franco, an attorney who helped create the Community Foundation's Professional…
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