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Professional Advisors Seminar

The Lehigh Valley Community Foundation will hold a seminar for professional advisors...


"Washington Update: An Inside Look at Politics and Philanthropy

Wednesday, June 7, Registration at 3:00 | Program at  3:30 | Reception 5:00 p.m.
Saucon Valley Country Club


Hadar Susskind, senior vice president of Government Relations, Council on Foundations, will present the latest discussions in the nation's capital affecting the philanthropic community.  The Community Foundation will use the occasion to present its prestigious Service to Philanthropy Award to Bruce A. Palmer, CPA, Buckno Lisicky & Company.

Hadar SusskindSusskind will address the opportunities and challenges associated with tax reform and the Johnson Amendment, among other issues, and other recent developments/news.  He will outline the Council  on Foundation's position on a variety of important issues in philanthropy. With two decades of experience in public policy, philanthropy and social movements, Susskind has been widely acknowledged as one of the leading advocacy voices working in Washington D.C. on both domestic and foreign policy. He has built strong relationships with members of Congress, administration officials, and partners and allies from across the spectrum of American political life. For more, visit the http://www.cof.org/person/hadar-susskind.

Bruce PalmerBruce A. Palmer, CPA, Buckno Lisicky & Company, to receive LVCF Service to Philanthropy Award

Palmer is being honored with the 2017 Service to Philanthropy Award.   He is the managing shareholder in Buckno Lisicky & Company's Bethlehem office. He joined the firm in 1980, qualified as a CPA in 1984, and became a Shareholder/Director of the firm in 1989.  A member of the Community Foundation's Board of Governors, Palmer is involved with a long list of both professional and community organizations. For a complete Bio, visit http://www.bucknolisicky.com/palmer.htm.  The Lehigh Valley Community Foundation Service to Philanthropy Award recognizes a professional advisor that understands and appreciates the importance of philanthropy in the community, the diverse advantages of charitable giving for his clients, and the value of philanthropy in estate, retirement, and wealth management planning.

Serving the business community of  New Jersey, New York and Pennsylvania, Norris McLaughlin & Marcus, P.A., is the 2017 Service to Philanthropy Award Sponsor. Certified Public Accountants and business consultants, Buchno Lisicky & Company are the Community Sponsors for the event. 

Attendance at the seminary is by invitation. For information, contact Erika Riddle Petrozelli, Director of Donor Services, by calling 610-351-5353 or via email: erika@lvcfoundation.org.

Celebrating 50 Years of Service | 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.

 

 

 

 

 

 

 

 

 


2016 LVCF Seminar for Professional Advisors

The 2016 Seminar was held on Thursday, January 21 at Lehigh Country Club, Allentown, PA.

Save, Invest & Give:  Help Your Clients Meet Their Charitable Goals in Uncertain Times & Volatile Markets

Presentation by Mason Investment Advisory Services, Inc.

- Are your clients considering donating assets to charity but are not sure whether it is the appropriate time do so?
- Do your clients worry about market volatility?
- Do your clients know how a Community Foundation might fit into their charitable plans?

LVCF presented the 2016 recipient of the Service to Philanthropy Award to

Geoffrey F. Boyer, CFP
Boyer Financial Group


Pictured above Bernie Story, President & CEO of LVCF, Geoff Boyer, Award Recipient and Dolores Laputka, Chair, Professional Advisors Council.

Continuing Education Credits were available and included:

Bank Trust Officers - 2.5 credit hours
CPAs, CFPs - 2 credit hours
Attorneys - 1 credit hour

For more information about continuing education credits, please visit: Masoncompanies.com

Please contact Erika Riddle Petrozelli, Director of Donor Services, with any questions at 610-351-5353 or email erika@lvcfoundation.org.

Thank You to our Presenting Sponsor:

Thank you to our Community Leader Sponsor:

Thank you to our Community Partner Sponsor: