Advisor News
-
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…
Continue reading -
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