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For Professional Advisors

Creating Solutions for Your Clients

The Community Foundation is proud to work with professional advisors—attorneys, accountants, financial planners, and others—in the Lehigh Valley and beyond as they assist their clients in establishing and growing a charitable legacy. Whatever cause your client wishes to support, the Community Foundation can serve as the long-term steward of their charitable giving and the legacy they envision.

You know your clients. We know philanthropy.

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.

  • You maintain management of your client’s charitable assets and continue to earn a fee after; we handle the administrative details.
  • You know your clients; we bring expertise in philanthropy and deep community knowledge.
  • You seek effective giving channels; we create and sustain numerous customized, charitable investment vehicles. Click here to see an overview of the Foundation’s many types of charitable funds.
  • We have a special commitment to family philanthropy and enjoy involving multiple generations—and you—in the satisfaction of charitable giving and grantmaking. Learn about our EverGreen Fund and Impact Services
  • We are a public charity and can offer the maximum federal and state tax benefits to your clients.

LVCF accepts a number of different types of assets, including stocks and securities, real estate, retirement assets and life insurance. Our online portal makes it convenient for you and your clients to set up a Fund, make grants, and monitor fund and giving activity.

We can help you help your clients…

Our staff will work with you to help your clients achieve their charitable and estate planning goals, ensuring your clients make the best decisions for making a difference in the community. We are available by phone, email, or in person to discuss any aspect of charitable giving. We are experienced in customizing charitable giving opportunities, and we stand ready to assist you in communicating the benefits of a particular strategy. We understand that your clients might prefer to remain anonymous, and we are happy to work directly with you on their behalf. We want to help your clients make well-informed decisions they feel good about.

Our staff is skilled in working with donors who have multi-faceted objectives and complex gift situations. As your partner in charitable giving, the Community Foundation can help you achieve success for you, your clients, and the community.

LVCF issues the Advisor Connection eNewsletter that provides timely news and resources for professional advisors.
Click to see the latest issues

Financial Stewardship and Permanence

Our strong record of financial stewardship assures your clients that their charitable agenda will be met now and for generations to come. The Community Foundation’s Board of Trustees represents a cross-section of our community and works hard to maintain high donor confidence with the proper management of charitable gifts.

Added-Value for You

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 ERIKA | Ask me how the Community Foundation can help you and your clients create a lasting legacy and make a difference in the community…

Erika Riddle Petrozelli, CPA, CAP®
President and CEO
840 West Hamilton Street
Suite 310, Allentown, PA 18101
610 351-5353, Ext. 13