Professional Advisor Resources

Helping your clients change Berks County for the better.

As a professional advisor, the more info you have about setting up a fund or making a donation, the better your advice will be. As your collaborative partner we’ll work with you to make the process both easy and rewarding.

Professional Advisor Resources

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Why Work With Us

Berks County Community Foundation has provided a straightforward, powerful, and highly personal approach to charitable giving since 1994. Our philosophy is simple – improve our community by making philanthropy easy.

We offer streamlined giving services for donors that make charitable giving easy, effective and enjoyable; responsible and attentive management of charitable funds, and knowledge of our community and the nonprofit sector. Many people who consider establishing a private foundation or charitable trust discover that the Community Foundation is a more efficient, flexible and personal alternative.

Your client can create a charitable fund at the Community Foundation now or by bequest. To learn more, visit our Plan Your Giving pages. Use our Fund Quiz to help your client determine their charitable goals.
Use the following language to contribute to an established fund: “I give ___________________________ (description of gift) to Berks County Community Foundation, its successors or assigns, to the______________________ (name of Fund) consistent with the ‘Fund Agreement’ previously established at the Community Foundation.” Use the following language to establish a testamentary fund. Your client may pre-sign a fund agreement expressing his/her/their charitable intentions. Two signed agreements should be forwarded to the Community Foundation. One fully executed copy will be returned and the other kept in our file and activated when funds are received. “I give ___________________________ (description of gift) to Berks County Community Foundation, its successors or assigns, to create the ________________ (name of Fund) consistent with the ‘Fund Agreement’ previously executed between myself and the Community Foundation.” Your client may prefer to have our board of directors determine how their donation can remain flexible and responsive to community needs over time. Use the following language for this situation: “I give _________________________ (description of gift) to Berks County Community Foundation, its successors or assigns, to be added to the Fund for Berks County.”
Yes. Your clients may give stock, real estate, life insurance policies, and other assets now or as part of an estate plan. Contact us to learn more about these flexible options.
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Want to learn more? Check out the latest information about charitable giving.

We keep tabs on the latest news and information about charitable giving to help you help your clients.

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Want to make a positive difference in your community? Need to know more about giving back, starting a fund, or getting funding? We’d love to chat.

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