Use the email template at the bottom of this post to introduce the Community Foundation to your professional advisors!
The Community Foundation is honored to work with many individuals, families, and businesses who support the causes they love. Their charitable contributions help make Berks County a better place to live. Trusted professional advisors, including attorneys, CPAs, and financial advisors, help donors make important decisions about taxes, investments, estate planning, and family wealth.
All of this is wonderful! There’s one more step to philanthropy, however, that is sometimes overlooked: connecting the dots. But what does ‘connecting the dots’ mean? If you are a donor or fund holder at Berks County Community Foundation, or plan to establish a fund, please consider introducing your advisors to the foundation team. A simple introduction can make a tremendous difference in achieving your charitable goals.
How connecting the dots can help:
- Attorneys, CPAs, and wealth managers are experts in many aspects of financial and estate planning. Their work is essential in helping you develop and implement strategies through legal documentation, tax filings, and other technical guidance. Not all advisors, however, are experts in charitable giving.
- The Community Foundation brings to the table specialized knowledge about local philanthropy. This knowledge can include charitable giving strategies, local nonprofit needs, philanthropic tools that may be best suited for your situation. This knowledge can also inform the types of assets you might consider giving to achieve your goals.
- The Community Foundation also stays current on legal, tax, and charitable developments. In turn, we can keep you and your advisors informed about which trends to watch.
- When you establish a fund at the Community Foundation, our team will handle the paperwork and administration. We will manage and distribute the fund to meet your charitable intent. This is often a relief to your advisors and to you!
Collaborative conversations among donors, professional advisors, and the Community Foundation are not reserved for ultra-high-net-worth families. Even straightforward charitable plans can benefit from collaboration between your advisors and the Community Foundation. In many cases, donors discover giving opportunities they might not otherwise have considered. What’s more is that many advisors appreciate the philanthropic specialists who explore strategies that benefit both the donor and the causes they love.
What can you do? A simple email introducing your advisors to the Community Foundation team opens the door to better communication and stronger planning. The Community Foundation is always happy to have a conversation with you and your advisors, and an introduction is critical. Click the button below to access an email template and get the conversation started!
When professionals work together, the result is often more coordinated and impactful. By connecting your advisors with the Community Foundation, you help create a team that can support both your financial goals and your desire to make a lasting difference. We look forward to hearing from you—and meeting your advisors! Thank you for all you do to make our community a better place.
