Professional Advisor Newsletter


Dear Colleague:

The last weeks of summer are ushering in the usual uptick in questions about charitable giving and year-end tax planning. Typically, in the weeks leading up to the fourth quarter, we field quite a few questions from advisors and donors about the laws governing nonprofits and charitable giving in general.

Our team is here to help. We are always happy to join you for “lay of the land” conversations to help ground your clients in the charitable priorities that mean the most to them. Then, connect the dots to actual charitable planning vehicles that will help your clients support the community, save taxes, and create legacies for future generations. We’re also always happy to share resources that can help quickly orient your clients to the philanthropy industry as a whole. For example, this overview sheet from Candid. 

Thank you for the opportunity to serve your clients. We look forward to hearing from you in the weeks and months ahead as you bring your clients’ 2022 charitable giving goals to successful conclusion. 

Sincerely,
Chester County Community Foundation

Click the links below to view the September 2022 articles

Jason Arbacheski, CAP jason@chescocf.org
Karen A. Simmons karen@chescocf.org
Beth Harper Briglia, CAP, CPA beth@chescocf.org

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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.