Those who advise clients on wealth management and estate planning can partner with the Chester County Community Foundation in several ways. We serve as a “back office” of philanthropic consultants, providing counsel on tax-saving strategies, trusts and other estate planning tools. By partnering with us, your clients can create perpetual support for effective nonprofits in several ways, including:
Create a Fund
Creating a charitable fund offers clients a mechanism to make their charitable giving cost-effective, efficient and permanent.