Partners in Giving
The Community Foundation for the Greater Capital Region considers attorneys, accountants, financial advisors, investment managers, insurance agents and other professionals to be our partners in the charitable giving process.
We want to be a resource for you, and help you and your clients understand the many ways they can support their community and achieve their charitable goals. Whether your clients are planning for the future, selling a business or stock options, or managing an inheritance, you can help them achieve their financial goals by working with the Community Foundation.
The Community Foundation is a single, convenient vehicle for meeting a variety of your clients’ charitable interests. With expertise in planned gifts, donor service, and grantmaking we can work with you to tailor a charitable fund to meet your client’s needs now or through their wills or deferred giving arrangements.
Professional Advisor Council
- Jean Bedell, CPA/PFS, CFP | Co-Chair | The Bonadio Group
- Robert Reynolds, Esq. | Co-Chair | Whiteman, Osterman & Hanna, LLP
- Jessica Backer Brand, Esq. | Vella Carbone & Vinson, LLP
- Anthony J. Capobianco, ChFC, CLU | Capobianco Financial AdvisorsÂ
- Christina Capobianco, CFP | Capobianco Financial Advisors
- Chris Cimijotti, CPA | MMB & Co.
- Louis D'Angelo, CFP | Albany Financial Group
- Katherine Dievendorf, Esq. | The Meliora Firm
- Steven Egna, ASA, CM&AA | Valuation Resource Group
- Megan Harris-Pero, Esq. |Harris-Pero Law Firm, PLLC
- Katherine Hart Crain, Esq. | Couch White, LLP
- Audra Higgins | Curran Wealth Management
- Charlie Joseph, CAP | Retired, Janney Montgomery
- Alicia Lasch | Cerity Partners
- Amy O’Connor, Esq. | Whiteman Osterman & Hanna, LLP
- William Pfeiffer, Esq. | Pfeiffer Law Firm
- Louis Pierro, Esq. | Pierro, Connor & Strauss, LLC
- Jeffrey Rosenbaum, CPA | Ayco, A Goldman Sachs Company
- Ann Sharpe, Esq. | Ballston Spa National Bank
- Beth van Bladel, CPA | BST & Co.
