York County Community Foundation Honors Professional Advisors-2016

York County Community Foundation Honors Professional Advisors-2016

Attorneys, financial and tax planners partner with the Foundation to promote charitable giving

York, PA – York County Community Foundation inducted two new members into its Professional Advisor Recognition Society at its recent event at The Yorktowne Hotel. Induction into the Professional Advisor Recognition Society allows the Community Foundation to recognize and thank local accountants, attorneys, financial planners, investment advisors, and trust officers for their efforts in promoting charitable giving with their clients through endowment with the Community Foundation. This year’s inductees are Stephen H. Klunk, Principal, Stambaugh-Ness, P.C.; and Charles J. Long, Esq., Partner, Smith Anderson Baker & Long, Attorneys.

“We’re pleased to call everyone in our Professional Advisor Recognition Society a true partner with the Community Foundation,” said Bryan Tate, Vice President and Chief Development Officer. “Their diligence, hard work, and deep commitment to their clients and our community make them invaluable to the charitable giving landscape in our community.”

Mr. Klunk and Mr. Long join eighteen local professional advisors who have been inducted into the Professional Advisor Recognition Society since its inception in 2012.

The induction was coupled with an event on October 7th specifically designed for professional advisors featuring guest speaker Nathan Dungan of Share Save Spend. Mr. Dungan is a nationally recognized wealth planning specialist who spoke to the audience about reframing their client relationships on a journey toward financial wellbeing.

Members of the Professional Advisor Recognition Society

  • William B. Anstine Jr.
  • James K. Bergdoll
  • Michael Boustead
  • Robert A. Bowen
  • Jon C. Countess*
  • Cynthia A. Dotzel
  • Andrew Kagen
  • Nancy A. Klahold
  • Stephen H. Klunk
  • Henry B. Leader*
  • Charles J. Long
  • J. Ross McGinnis
  • G. Steven McKonly
  • Steven M. Merrick
  • John D. Miller
  • Harry J. Rubin
  • John J. Shorb
  • Thomas M. Shorb
  • John W. Stitt
  • W. Bruce Wallace

*We remember