Helping Local Wealth Advisors Support Their Clients' Philanthropic Goals
When it comes to charitable giving, trust matters. The Community Foundation understands that the relationships individuals have with their professional advisors are important, so we work to enhance those connections. Through PLAN (our Philanthropic Leaders Advisory Network), we help to give wealth advisors creative solutions and an enhanced range of services they can provide to their clients, all with a goal of building assets for our community.
If you are looking for an accountant, attorney, financial advisor, or other professional—especially when it comes to your estate planning and charitable giving goals—consider contacting one of our PLAN members. To inquire about becoming a PLAN member, reach out to CFA Director of Donor Services Katrina Perkosky at kperkosky@cfalleghenies.org or 814-208-8411.
PLAN MEMBERS
Find a participating wealth advisor
Click on a name to email an advisor, or click the institution name to be directed to a web address for further information.
Lisa Bittner
Somerset Trust Company
Theresa (Terry) Bogovich
Stifel
W. Jeffrey Carey
W. Jeffrey Carey & Associates
Dean Carpenter
Carpenter Financial Services
Joseph A. Carpenter
Carpenter Financial Services
Lindsay Carpenter Bennear
Carpenter Financial Services
Samuel Carpenter
Carpenter Financial Services
Lauren Cascino Presser, Esq.
Ayres Presser Elder Law, LLC
Donald W. Cowie
Cowie McGraw Financial Group
Courtney Custer
The Custer Private Wealth Management Group of Wells Fargo Advisors
Timothy Dabbs
The Custer Private Wealth Management Group of Wells Fargo Advisors
Kayla Puchko Stephenson
Puchko Financial Associates, Inc.
Bill Rice
Laurel Highlands Financial Services
Michael Sahlaney, Esq.
Sahlaney, Dudeck & Hochfeld Law Office
John Saracena, CPA
Barnes Saly & Company, P.C.
Ethan Stewart
Centennial Financial Group, LLC
C. Clyde Thomas, II
Northwestern Mutual Wealth Management Company
Richard Tims
Tims Insurance Agency
Michelle Tokarsky, Esq.
Silverman, Tokarsky & Forman
Bob Vamos
AmeriServ Trust & Financial Services
Mark Vibostok
Vibostok Financial Advisors of Janney Montgomery Scott, LLC
Vincent Vibostok
Vibostok Financial Advisors of Janney Montgomery Scott, LLC
RESOURCES FOR WEALTH ADVISORS
How CFA Works With Donors
Explore how the Community Foundation provides a simple, powerful, and highly personal approach to philanthropy.
Legacy Society
The Community Foundation works with individuals and their wealth advisors to create permanent funding for any cause close to their heart.
Sample Bequest Language
Charitable bequests are the most common form of planned giving. Click below for suggested language options.
Private Foundation vs. Community Foundation
View a side-by-side comparison of the two approaches to supporting a cause.
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Ways to Give
There are many ways to give through the Community Foundation. Here are some of the most common methods.
Charitable Gift Annuities
A simple, flexible giving option: Receive annual income while supporting the causes you care most about.
Planned Giving Overview
The Community Foundation can help your clients find the best fit for their philanthropic goals.
Why the Community Foundation?
The foundation manages funds that make our communities better every day.
