“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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patrick emmerling. professionla advisors. community foundation for greater buffalo. “For me, the Community Foundation is a valuable partner to which I can refer clients when they have charitable intentions but aren’t sure how to fulfill them. I know they will get sound advice.”

– Patrick L. Emmerling, Esq.
Partner, Bond, Schoeneck & King Attorneys

“I have been working with the Community Foundation for several years now and I have found the team to be a great resource for any charitable issue or questions that my clients have. From transitioning private family foundations from generation to generation to helping a client focus their giving on areas of interest, the team is responsive and easy to work with. Plus, the Community Foundation has an impressive investment advisory approach.”

– Teresa M. Majors, CPA
Partner, Dopkins & Company, LLP

“I became acquainted with the Community Foundation when I first started practicing trust and estate law in Buffalo. Over the years, I have learned a lot more about the Community Foundation and what is has to offer my clients when it comes to making the most of their generosity. It has been an educational and uplifting experience for me and I feel confident that the Community Foundation uses the funds entrusted to them to do good in our community and beyond. It is a full partnership with both of us working together to get things done for my clients.”

– David J. Luzon, Esq.
Partner, Barclay Damon

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