For Advisors

Making A Lasting Impact

For Professional Advisors

York County Community Foundation works with professional advisors to support you and your clients to help them reach their charitable giving goals..

How We Can Help

YCCF can be a valuable resource for professional advisors. We connect you and your clients with the community they love, offer flexible solutions to their charitable giving goals, and help them carry out their legacy.

Our Services

Professional Advisor Recognition Society

York County Community Foundation recognizes those attorneys, accountants, financial planners, estate planners and wealth advisors for their commitment to this community and their work to encourage philanthropy.

Learn More

Frequently Asked Questions

How can financial advisors, attorneys, or CPAs collaborate with YCCF? +

We partner with advisors to help clients achieve their charitable and financial goals through tax-smart giving, defined as, “strategic charitable contribution methods designed to maximize both philanthropic impact and personal tax benefits under IRS rules.” Key strategies involve donating specific assets like appreciated stock and using special tools such as donor-advised funds (DAFs) and qualified charitable distributions (QCDs).

What tools and resources does YCCF offer advisors? +

Advisors can access fund options, tax guidance, worksheets, sample language, and schedule consultations with our staff.

What planned-giving options does YCCF provide? +

Options include bequests, charitable trusts, IRA or retirement gifts, life insurance gifts, and endowment creation.

How can charitable giving via YCCF fit into a client’s estate or financial plan? +

Our team works with advisors to integrate charitable strategies that maximize tax benefits and fulfill client values. Our pooled investments ensure steady growth and sustainability.

What are the benefits of recommending YCCF to clients with charitable interests? +

Clients gain trusted stewardship, flexible fund options, local expertise, and a permanent way to support the community.