Professional Advisor Newsletter

June 2026

Dear Partners in Philanthropy:

A Grateful Reflection: Thank You for Strengthening Regional Philanthropy

After 25 years serving our region through the Chester County Community Foundation, as I retire I find myself reflecting on the people who have made this work so meaningful. Among them, professional advisors stand out as some of the most important partners in building a stronger, more vibrant community.

Throughout my tenure, we’ve had the privilege of working alongside estate attorneys, accountants, financial planners, trust officers, and wealth managers who understand their role extends beyond helping clients manage assets. At your best, you help individuals and families articulate their values, define their legacies, and make a lasting difference in the places they call home. For that, we offer our sincere gratitude.

Community foundations are often described as connectors, conveners, and stewards. Yet our ability to fulfill that mission depends greatly on trusted professional advisors who introduce charitable planning opportunities and help clients explore the impact they can have through philanthropy.

Time and again, we have witnessed the extraordinary outcomes that emerge when advisors engage clients in conversations about giving. A charitable gift that begins as a simple discussion around estate planning can ultimately create scholarships for local students, support nonprofit organizations, strengthen neighborhoods, preserve community assets, and improve lives for generations to come.

What has always impressed us most is that these conversations are rarely just about tax benefits or financial strategies. They are about people and legacies. They are about helping clients align their resources with their values and ensuring their life’s work continues to reflect what matters most to them.

The Community Foundation has been fortunate to partner with advisors over the years who recognize the importance of local philanthropy – here are a few of those advisors.

Local philanthropy allows donors to see the impact of their generosity firsthand. It strengthens the organizations, institutions, and causes that shape daily life for all of us. Because of your guidance and advocacy, countless individuals and families have chosen to establish charitable funds, create legacy gifts, support local nonprofits, and invest in solutions to community challenges.

We have accomplished a great deal together. We help donors achieve their charitable goals. We strengthen nonprofit organizations. We address emerging community needs. Most importantly, we build relationships grounded in trust, service, and a shared commitment to making our communities better for future generations.

Thank you for your partnership. Thank you for your expertise. Thank you for the trust you place in our community foundation. And most of all, thank you for being ambassadors for legacy philanthropy and for helping create stronger communities through your service to clients and your commitment to the common good.

It has been an honor to work alongside you.

With gratitude,

Karen A. Simmons

Outgoing President & CEO

July 2026

Yours in Philanthropy,
Chester County Community Foundation

Jason Arbacheski, CAP jason@chescocf.org
Karen A. Simmons karen@chescocf.org

Click the links below to view the June 2026 articles

• Unusual Noncash Assets
• Business Interests
• Retirement Plans