Dear Colleague:
The Chester County Community Foundation is here to help you and your clients navigate the various options for charitable giving. This is the first installation of our new and improved Professional Advisor Newsletter.
This month’s newsletter is heavily focused on tax and legal matters. As you emerge from a busy tax season, we hope that legislative changes, charitable giving vehicles, and even cautionary tales are topics that are likely to capture your interest.
It is our honor and pleasure to work with you and your clients. We look forward to talking with you soon.
Wishing you all the best this spring,
Chester County Community Foundation
Click the links below to view the May 2022 articles:
- Qualified Charitable Distributions (QCDs): Good news and important reminders
- Income Timing: A NIMCRUT (Net Income with Makeup Charitable Remainder Unitrust) Could Hold the Key
- Social Consciousness: Today’s Expectations of Advisors
Karen A. Simmons karen@chescocf.org
Beth Harper Briglia, CAP, CPA beth@chescocf.org
Newsletter Archive
May 2022
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.