Professional Advisor Newsletter


October 2025

Dear Colleague:

Fall is here! We are hearing from many financial advisors, attorneys, and accountants about how they can assist clients with their charitable giving plans in these uncertain times. In the October issue of the Professional Advisor Newsletter, financial advisors get some pointers for navigating National Estate Planning Week! We’ll also discuss inherited IRAs and charitable planning as a powerful tool in tax planning.

Sincerely,
Chester County Community Foundation

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

Click the links below to view the October 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.