John H. Lavelle, an attorney and CPA, is a founding partner of the law firm of Lavelle & Finn, LLP: “”I have partnered with the Community Foundation to help meet a number of my clients’ philanthropic needs and can personally speak to the staff’s level of professionalism and responsiveness.
Having served on the board of the Foundation for a number of years, I also appreciate their stewardship of our community’s charitable endowment and know that their investment strategies will outlive most individual economic cycles.”Working with the Foundation allows me to extend my services and provide valuable giving options to my clients. Tax advantages and legacy issues aside, most clients say one of the things they value most about establishing a fund with the Foundation is that their contributions stay in our community.”
William M. Kahn, a CPA, is a partner with UHY LLP and Managing Director of UHY Advisors NY: “I feel very comfortable in referring my clients to the Foundation. With a mission to strengthen the Capital Region through charitable endowments, the Foundation’s informed and caring staff are available to address the broadest range of charitable issues.
While working with donors both large and small, they have an impressive understanding of our community and effective grant making practices. “I am so confident of their professionalism that my wife and I have established our own donor advised fund to give us the charitable giving flexibility and tax advantages we currently desire.”