Throughout the year, the Community Foundation offers a variety of opportunities to help attorneys, accountants, financial planners, insurance agents, and others stay current on developments in philanthropic, charitable, and financial planning. We host a free seminar every winter, a social every summer, and an informal Open House in the fall.
As an added bonus, guests at these events are eligible to win a raffle drawing for a small grant to their favorite local nonprofit.
This free breakfast and networking event includes an hour-long presentation on a topic related to charitable giving and how the Community Foundation can fit into planning with clients. Recent topics have included “The Philanthropic Advice Your Clients Really Want,” “Using Social Media to Build a Brand and Attract and Retain Clients,” and “Asking the Philanthropic Question: The Opportunity for You and Your Clients.” This event has been held both in-person and virtually.
This event is a chance to network with your peers in a relaxed, social setting. We typically host it at a fun community venue with built-in entertainment like wine tastings, beer tastings, or games. The Rochester Chapter of the CFA Society sponsors the event and in the past it has been held at Radio Social, Three Heads Brewery, and Living Roots Winery.
Fall Open House
Our annual Open House provides attorneys, accountants, financial planners, insurance agents, and other professional advisors with the chance to network with others in their discipline and connect with those who work with the Community Foundation to help their clients.
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If you want to receive an invitation to these events and other e-communications, please email the Philanthropic Engagement Department or call 585.271.4100. Please also contact us about presentations that can be hosted on site at your office or done virtually just for your team.