Advisor News
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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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