Information for Professional Advisors
Welcome to Berks County Community Foundation's special website pages designed for estate planners, investment advisors, trust officers, attorneys, tax accountants, and insurance professionals. The documents and language contained here will aid you in advising your clients on how to structure charitable gifts and achieve their goals for individual philanthropy.
You can learn about the many ways to make a charitable gift through the Community Foundation in Ways to Give.
The documents listed under Stock Transfer Instructions may be printed for your clients' use or for your use as transferring agent.
We trust you will find Sample Language for Bequests self explanatory, however do not hesitate to contact Frances A. Aitken, CPA , Vice President for Finance and Administration at 610.685.2223 with any questions.
Within Benefits of a Community Foundation you will find an article on the comparison of a Donor Advised Fund with a Private Foundation.
On the Investment Policy page, you will find information about the Community Foundation's investment policy and strategy as well as links to recent financial reports.
The Sample Agreements may be used to establish a permanent endowment fund at the Community Foundation. For customization, contact us to generate an agreement specific to your client's needs.
The Community Foundation occasionally sponsors seminars with nationally known experts from the estate and charitable planning field. Please contact us to be placed on our Mailing List.
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The Door Opener SocietyThe Community Foundation established the Door Opener Society in 2001 to honor attorneys, accountants, trust officers, estate and financial planners who've helped clients achieve their charitable objectives through the Community Foundation. These advisors work with the Community Foundation to ensure that gifts benefit their clients both personally and professionally. Click here for a complete list of members.
© 2001, 2002 Berks County Community Foundation • info@bccf.org
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