September 2024
Dear Colleague:
As we enter the second half of 2024, we are hearing from many financial advisors, attorneys, and accountants about how they can assist clients with their charitable giving plans. In this issue of the Professional Advisor Newsletter, financial advisors get a reminder to curb procrastination by tapping into clients’ philanthropic interests as a catalyst to motivate them to start addressing year-end planning. We’ll also discuss gifts of closely-held stock are on the rise as tax laws and legal developments are everchanging. Lastly, we will examine how current events like the upcoming presidential election will impact charitable giving.
Sincerely,
Chester County Community Foundation
Jason Arbacheski, CAP jason@chescocf.org
Karen A. Simmons karen@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.