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
- Alicia D. Lasch | GrayPoint, LLC
- Amy O’Connor, Esq. | Terence and Amy O'Connor Fund
- Ann M. Sharpe, Esq. | Ballston Spa National Bank
- Anthony Capobianco, CLU, ChFC* | Anthony and Sandy Capobianco Charitable Fund
- Audra K. Higgins | Simmons Capital Group
- Bill McCartan | Fenimore Asset Management
- Bill Pfeiffer, Esq. | The Pfeiffer Law Firm, PLLC
- Charles M. Joseph, CAP | Zachary Hill-Joseph Charitable Fund
- Christopher L. Cimijotti, CPA* | Christopher L. Cimijotti Charitable Fund
- Jeffrey Rosenbaum, JD, CPA | Rosenbaum Family Fund
- Jean Bedell, CPA, CFP, PFS | The Bonadio Group
- Louis W. Pierro, Esq. | Pierro, Connor & Strauss, LLC
- Robert S. Reynolds, Esq. | Whiteman Osterman & Hanna, LLP
- Steven Egna, ASA, CBA, CVA, CM&AA | Egna Sunshine Opportunity Fund
