Professional Advisors

Partner with the Cattaraugus Region Community Foundation

CRCF works with professional advisors to connect with donors who wish to give to the community and create a legacy based on their charitable intentions and ideals. For more than 20 years, we have served the community by providing a medium through which scholarships and other types of charitable grants can be awarded and distributed.

By partnering with CRCF professional advisors – such as a financial planners, insurance agents, attorneys, and accountants – are able to help their clients achieve their personal financial and charitable goals. Working together we are able to help donors create a fund or leave a legacy in the community, all while meeting the charitable and tax objectives of your clients.

The Foundation coordinates all the components needed for establishing a charitable fund. We assist with transfer of assets, provide acknowledgments and tax receipts, handle record keeping and reporting, process grants, check eligibility of recipients and provide fund statements to keep your client – and you – informed.

So partner with us; we can help make your clients’ philanthropic intentions into perpetual realities.

 

Contact our staff to learn how your client can create a fund and/or donate various types of gifts including IRA rollover distributions. We also can assist you with wording for bequests if you client wishes to include CRCF in his/her estate plan. Contact us by phone at 716-301-2723.

Karen Buchheit, Executive Director
karen@cattfoundation.org

Melissa Curran, Manager of Donor Services
melissa@cattfoundation.org