Professional Advisor Newsletter


January 2024

Dear Colleague:

We’re hearing from many attorneys, accountants, and financial advisors that clients are already talking about their charitable giving plans for the year. In this issue of the Professional Advisor Newsletter, we’re covering how to spot potential charitable planning opportunities. We’ll also discuss diversifying charitable giving with unrestricted giving components. Finally, we’ve included information on trends in tax laws that govern charitable giving.

Sincerely,
Chester County Community Foundation

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

Click the links below to view the January 2024 articles


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February 2024



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.