May 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 insight on Charitable Remainder Trusts. We’ll also discuss moving a private foundation to a donor advised-fund and philanthropy being a marathon, not a sprint.
Sincerely,
Chester County Community Foundation
Jason Arbacheski, CAP jason@chescocf.org
Karen A. Simmons karen@chescocf.org
Click the links below to view the May 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.