Professional Advisors

New Pennsylvania Law Ensures That Final Gifts Stay Local

For more than half a century, Pennsylvania law quietly imposed a harsh outcome on a small but important group of people. When a Pennsylvanian died without a will and without surviving family, their entire estate was claimed by the Commonwealth and absorbed into the state budget. That changes on January 23, 2026. Thanks to Act […]

New Pennsylvania Law Ensures That Final Gifts Stay Local Read More »

2026 Investment Briefing

Join the Adams County Community Foundation on Thursday morning, March 5, 2026 at 8 AM for our 2026 Investment Briefing at Adams County Historical Society’s Battlefield Overlook Event Center, 625 Biglerville Rd, Gettysburg, PA 17325. Members of our Investment Committee will share details on our endowment investment objectives and strategy. The briefing, led by volunteer Investment Committee Chair

2026 Investment Briefing Read More »

Investment Briefing set for March 6

Join the Adams County Community Foundation on Thursday morning, March 6, 2025 at 8 AM for our 2025 Investment Briefing at Adams County Historical Society’s Battlefield Overlook Event Center, 625 Biglerville Rd, Gettysburg, PA 17325. Members of our Investment Committee will share details on our endowment investment objectives and strategy. The briefing, led by volunteer Investment Committee Chair

Investment Briefing set for March 6 Read More »

Investment Briefing set for March 5

Join the Adams County Community Foundation on Tuesday morning, March 5 at 8 AM for our 2024 Investment Briefing at Adams County Historical Society’s Battlefield Overlook Event Center, 625 Biglerville Rd, Gettysburg, PA 17325. Members of our Investment Committee will share details on our endowment investment objectives and strategy. The briefing, led by volunteer Investment

Investment Briefing set for March 5 Read More »

Charitable Planning for Millennials and GenXers

Will you? (Or won’t you?) Charitable Planning for Savvy Millennials and GenX Procrastinators   According to forbes.com, more than 70% of people ages 18-41 who have a will said they created it as a direct result of Covid-19. The most common reason for not having a will? People think that they don’t have enough money

Charitable Planning for Millennials and GenXers Read More »

2022 Investment Briefing

On March 4, 2022, our President & CEO Ralph Serpe welcomed volunteer Investment Committee Chair James Kampstra of Kampstra Wealth Management and the Community Foundation’s investment manager James Stierhoff from Brown Advisory to share details on the Community Foundation’s endowment investment objectives and strategy. The Community Foundation is home to a growing endowment which benefits

2022 Investment Briefing Read More »

Learning from Professional Advisors

As a philanthropic advisor for the Adams County Community Foundation, I meet with professional advisors to learn how their clients think and feel about philanthropy. These individual conversations are my favorite part of this work. Years of working with major donors to local nonprofits helps me recommend ways the Community Foundation can help people give

Learning from Professional Advisors Read More »

2020 Charitable Planning Opportunities Under the CARES Act and Other Legislation

Bryan Clontz, Ph.D., CFP®, CAP®President – Charitable Solutions, LLCbr***@********************lc.com It goes without saying that 2020 has been a challenging year and given the host of tax law changes over the last 36 months, a refresher might be useful. First, consider the 2017 Tax Cuts and Jobs Act which increased the deductibility of cash contributions. Prior

2020 Charitable Planning Opportunities Under the CARES Act and Other Legislation Read More »