Advisor News

• 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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• 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…

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• 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…

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• 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…

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• Article: The Future of Family Philanthropy

  Dec 14, 2022

  Family philanthropy is a way to carry on a family's name and legacy. In a time of complicated transitions and historical opportunities, philanthropic families are reflecting on their purpose, pace,…

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• July 2022 Professional Advisor Connections

  Jul 30, 2022

  Read our July 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 the…

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