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.
For those who are thinking about ways to save on estate taxes while making a difference for the region, we offer many options.
Contribute to an Existing Fund
If your client wants to support a particular cause, a contribution to one of our existing funds is a fast way to have a long-term impact.
Private Foundation Alternatives
We offer alternatives to private foundations that are less complicated, less costly – and that offer many additional advantages.