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 helping you gear up for your client conversations. We’ll also explain how the topic of charitable giving can serve as a springboard for larger conversations about a client’s overall estate and financial plan. Finally, we’re sharing three tax tips to keep handy as you launch into 2023 client work.
Chester County Community Foundation
Jason Arbacheski, CAP email@example.com
Karen A. Simmons firstname.lastname@example.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.