Professional Advisors Newsletter - OCTOBER 2022
Charitable giving in a bear market, helping your clients support hurricane relief, and need-to-know insights about the nonprofit sector
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Hello from the Peninsula Community Foundation! In this issue, we’re providing updates in response to many of the questions we’ve received lately as market conditions continue to present challenges for your clients and as yet another natural disaster impacts millions of lives. We’ve also taken this opportunity to share a few reminders about why the nonprofit sector is so important to the fabric of our society. We hope you enjoy the updates and, as always, we look forward to hearing your comments and suggestions about topics and resources that would be useful to you as you serve your philanthropic clients. |
Thank you for all you do to make our community a better place by assisting your clients with charitable planning. It is our honor and pleasure to support your work in any way we can.
All the best,
Michael Monteith
CEO, PCF Virginia
All the best,
Michael Monteith
CEO, PCF Virginia
october 2022 Articles
The team at the community foundation is a resource and sounding board as you serve your philanthropic clients. We understand the charitable side of the equation and are happy to serve as a secondary source as you manage the primary relationship with your clients. This newsletter is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice.
For more information about establishing a fund, please contact Michael Monteith, Email/757.327.0862
