Professional Advisors

Jim and Sally Saxton

Partners in Planning

The Community Foundation builds bridges between philanthropists – of any size – and community benefit organizations. Professional advisors are the structural engineers who bring meaningful charitable ideas to life. We work with all types of professional advisors — attorneys, accountants, financial planners, brokers, insurance agents, and others — as they help their clients incorporate charitable giving into financial and estate planning activities.

Questions? Contact Kim Shorter at KShorter@LancFound.org or 717.397.1629 x 108.