Giving

Professional Advisors

The Community Foundation of West Chester/Liberty can help you in guiding your clients to meet their charitable goals. If you have clients who can benefit from making charitable gifts, partnering with the Community Foundation can give your clients a wide range of opportunities to address the issues they care about most, while receiving the maximum tax benefit under law. We work closely with you to tailor a fund or deferred giving arrangement most beneficial to your client.

Investment Information

The Community Foundation’s funds are professionally managed for growth over time and overseen by our Board of Directors and Investment Committee. We partner with three trusted institutions to manage our assets: First Financial Bank, Huntington Bank and Financial Management Group. Annual audits are currently conducted by Clark, Schaefer Hackett. Audit reports are available by request.

Donors receive semi-annual statements detailing the balance of their short-termed or endowed funds, including contributions, grants and investment activity for the fiscal year-to-date.

Investment Documents

Investment Policy

Administrative Fee Schedule

Community Foundation Investment Committee 

  • Tom Zenge, Chair
  • Patti Alderson 
  • Dan Benhase
  • Kelly Bramel
  • Dave Bruno
  • Daryl Demo
  • Vince Hall
  • Craig Hudson
  • Ron Rosenbeck
  • John Shaffner
  • Tim Sheeran
  • Greg Stamp

 

Options for Your Clients

The Community Foundation offers a variety of giving options to meet your clients' needs, and variety of funds facilitate their charitable giving goals. Visit the Start a Fund tab to review how your clients can give now or plan for a deferred gift.

 

Annual Professional Advisors Conference    

Each year the Community Foundation holds a free educational conference for attorneys, accountants, trust officers, insurance agents and financial planners. The event provides tools and tips from industry professionals in assisting clients with charitable gift planning, estate planning, tax advising and preparation, and wealth management. Continuing education credits are available. 

Last year's speakers were Rob Lemmons, Principal & Director of Financial Planning at Financial Management Group; Catherine Evans, Attorney and Director of Millikin & Fitton Law Firm; and Dave Krebs, Author & Professional Speaker with Gear Up Tax Seminars & President of Krebs & Co. Seminars.