As advisors, the COVID-19 Pandemic continues to strain our daily lives and the lives of our clients – but it also creates a very ripe environment for unique trust and estate planning opportunities.
Smart philanthropy starts with great partnerships. What do we mean by smart philanthropy? Capturing the largest and most important generational transfer of wealth so it can stay in our community and be put to good use.
As neutral experts in philanthropy with in-depth knowledge of community benefit organizations, consider the Community Foundation as an extension of your professional team. Through the Forever Lancaster initiative, our expert staff can support you and your clients in every step of the giving process while you retain complete control of your client relationships.
We work with all types of professional advisors — attorneys, accountants, financial planners, brokers, insurance agents, and others — as you help your clients incorporate charitable giving into financial and estate planning activities.
We can help:
- Identify your clients’ charitable-giving interests and goals;
- Match interests with emerging opportunities and needs in the community;
- Provide information on community benefit organizations and community causes and;
- Deliver grantmaking expertise and a range of administrative services related to charitable giving
Articles for the Advisor Community
We periodically partner with local advisors to bring you timely, relevant information. Please contact us with any questions or to partner with us on an article.
“For it is in giving that we receive.” ―St. Francis of Assisi
Your Forever Lancaster Team
Jessica Mailhot, Director Forever Lancaster
Ashlinn Masland-Sarani, Donor Services Officer