March 2025
Dear Colleague:
As we enter 2025, we are hearing from many financial advisors, attorneys, and accountants about how they can assist clients with their charitable giving plans. In this issue of the Professional Advisor Newsletter, financial advisors get a reminder to check in with their clients as the end of tax season approaches. We’ll also discuss all the upcoming generational wealth shift. Lastly, we try to break down and make sense of the ever-changing tax legislation landscape.
Sincerely,
Chester County Community Foundation
Jason Arbacheski, CAP jason@chescocf.org
Karen A. Simmons karen@chescocf.org
Click the links below to view the March 2025 articles
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The team at the Chester County Community Foundation is a resource and sounding board as you serve your philanthropic clients. We understand the charitable side of the equation and are happy to serve as a secondary source as you manage the primary relationship with your clients. This newsletter is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice.