The Lehigh Valley Community Foundation is pleased to work with professional advisors---attorneys, accountants, financial planners, and others---to help their clients achieve their charitable and estate planning goals.
As a professional advisor, you know your clients and their needs. By integrating philanthropy with financial and estate planning, you can help ensure that your clients are receiving the maximum benefits for their contributions while also creating the charitable gift programs that best match their short-term and long-term goals.
The Foundation values the guidance of its Professional Advisors Council and is pleased to provide seminars as well as receptions for professional advisors. Each year, the Foundation recognizes professional advisors who have advanced philanthropy in the Lehigh Valley by linking their clients to the services of the Lehigh Valley Community Foundation.
ASK BERNIE | Ask me how the Community Foundation can benefit you and your clients—and make a difference in the community....