Testimonials
“My clients appreciate the flexibility of the different ways that their charitable gifts can be used to promote their particular goals.”
– Marianne Koenig
George & Koenig, PLLC
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“The Community Foundation has developed a mature, established investment portfolio, which allows clients to maximize the impact of their giving,”
– Larry C. Franco
Hurwitz & Fine, P.C.
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“I’ve always found the Community Foundation to be very responsive, very cooperative, and most importantly, helpful to my clients in achieving their charitable goals. As an estate planning attorney, many clients are trying to figure out how to satisfy their charitable intent. The Community Foundation provides a wonderful vehicle to allow clients to accomplish their goals.”
– Jeffrey Katz, Esq.
Katz and Baehre
“Some clients have specific goals and the Community Foundation can help meet the goals. Others will say, ‘I have a charitable intention and maybe I want those funds allocated so that charitable objectives are met,’ but they’re unsure what those are. So the initiatives that the Community Foundation have are important. Along with the investment options, the way that the funds are managed, the historical performance and the diversification– all of that is really important to have under one umbrella.”
– Greg Urban, CPA
Dopkins & Company
“The Community Foundation is a great place to start conversations about charitable giving.”
– Dan Byles-Smith, CPA, CFP® and Principal
Waterford Advisors LLC
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“I think one of the great advantages of working with the Community Foundation is centralizing an individual’s ability to fund their charitable giving. The Community Foundation helps both in the mechanics and in the ability to provide information that will help these individuals clarify their donative intent, in addition to taking on the administrative work.”
– Cathy Wettlaufer, Esq.
Partner, Barclay Damon
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“I greatly appreciate the honesty, flexibility, and creativity that the Community Foundation brings to clients who may be unsure about how to approach charitable giving.”
– Sarah Fenster, Esq.
Partner, Fenster, Lewis & Good, LLC
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“Working with the Community Foundation is very easy, collaborative, helpful, educational and impactful for my clients.”
– David J. Luzon, Esq.
Partner, Barclay Damon
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