Advisor News
-
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…
Continue reading -
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…
Continue reading -
November 2023 Professional Advisor Connections
Dec 6, 2023
Read our November 2023 Professional Advisor Connections newsletter for professional advisors. In this issue, you will find a story about David Luzon, an attorney who has served on the Community Foundation's Professional…
Continue reading -
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…
Continue reading -
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…
Continue reading