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.
“The Community Foundation is a dedicated group of individuals whose passion and drive to understand the needs of our community, provide resources where needed, and connect people—is inspirational and impactful. There is no better organization to contribute to, as their work truly transforms lives and strengthens our community. Whenever a client asks about philanthropy, the Community Foundation is the first call I make.”
Jean M. Bedell, CPA/PFS, CFP
Partner, The Bonadio Group
Professional Advisor Council
- Jean Bedell, CPA/PFS, CFP | Co-Chair | The Bonadio Group
- Robert Reynolds, Esq. | Co-Chair | Whiteman, Osterman & Hanna, LLP
- Anthony J. Capobianco, ChFC, CLU | Capobianco & Associates
- Chris Cimijotti, CPA | MMB & Co.
- Steve Egna, ASA, CM&AA | Valuation Resource Group
- Audra Higgins | Curran Wealth Management
- Charlie Joseph, CAP | Retired, Janney Montgomery
- Alicia Lasch | Graypoint, LLC
- 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
Firm Presentations and Public Speaking
The Community Foundation’s professional staff welcomes the opportunity to speak to professional and civic groups about philanthropy, charitable planning, community development and related topics. In addition, we offer “lunch and learn” presentations for local professional firms on a variety of charitable planning and family philanthropy topics.