Professional Advisor Newsletter


September 2026

Chester County Community Foundation Fosters Connections for Professional Advisors

Since I started in June, I have been meeting with many individuals, including a good deal of professional advisors, to listen and learn.

I have learned that professional advisors in our community (estate attorneys, CPA accountants, trust officers, financial advisors, and many others) are a key component to the success of our community foundation but to the philanthropic vitality that exists in Chester County and beyond.

Each year, the Chester County Community Foundation recognizes professional advisors who has gone above and beyond to “open the door” to legacy philanthropy in our great community. At our upcoming Annual Meeting on Monday, October 26, we will honor many people for their altruism, especially, Douglas L. Kaune, Esq., Unruh Turner Burke & Frees and Donna Ziev, CTFA, CISP, AEP® Phoenixville Federal Bank and Trust, with our Foundation’s coveted Door Opener Award.

The Door Opener Award was established by the Community Foundation to recognize professional advisors who act as outstanding advocates in the promotion of legacy philanthropy. Professional advisors who present and encourage philanthropic initiatives to their clients as they plan their estates are significant in propelling the philanthropic agenda. Learn more about the Door Opener Award and the past recipients, click here. Please join us on Monday, October 26, at 4pm, at Uptown Knauer Performing Arts Center as we honor Douglas and Donna and so many others who have advanced philanthropy in our communities. Click here to register: https://chescocf.org/events/32nd-annual-meeting/

Thank you for advocacy and support of the Chester County Community Foundation!

Yours in Philanthropy,

Chester County Community Foundation

Kate Wickersham, CFRE

President & Chief Executive Officer

kate@chescocf.org

Jason Arbacheski, CAP jason@chescocf.org

Click the links below to view the September 2026 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.