Professional Advisors

A Strategic Ally in Charitable Planning

Pottstown Regional Community Foundation (PRCF) is more than a grantmaker—we are a trusted partner for attorneys, accountants, wealth managers, and financial planners. As a public community foundation, we serve as an extension of your practice, offering expert philanthropic support tailored to your clients’ goals. Whether they are looking to maximize charitable impact, manage tax-efficient giving, or leave a meaningful legacy, PRCF simplifies the process and strengthens the outcome.

Serving western Montgomery, northern Chester, and eastern Berks Counties, we offer personalized, confidential guidance rooted in over two decades of community knowledge and nonprofit leadership.

Why Advisors Choose Your Community Foundation?

We expand your toolkit by giving you access to flexible giving options, community insight, and professional stewardship, empowering you to:

Align Giving with Client Values

We help advisors structure giving plans that reflect each client’s personal, family, or business values. With our support, clients can direct their philanthropy toward causes they care about most, right here in the greater Pottstown region.

Strengthen Client Relationships

Strategic charitable planning deepens trust. PRCF equips you with tools to guide meaningful conversations about giving, helping clients make decisions that reflect their priorities and build long-term satisfaction.

Handle Complex Gifts Confidently

From appreciated securities to retirement assets and real estate, PRCF can receive and manage a wide range of gift types. Our team manages all logistics so you can focus on advising your client.

Honor Long-Term Giving Goals

With flexible fund options and transparent oversight, PRCF ensures each client’s charitable intent is honored for generations to come. Our stewardship gives families peace of mind and supports enduring impact.

Advantages for Your Clients

Giving Made Simple, and Powerful

We help your clients make informed, confident decisions about giving. Clients can give locally while creating measurable, lasting change across the region.

Benefits Include:

Immediate tax advantages on charitable gifts

Flexible support for multiple causes or nonprofits

Anonymous giving options

Ability to create named funds or give quietly

Investment oversight and responsible fund management

Fund Options for Every Giving Style

Flexible giving with ongoing grant recommendations

Ongoing support to a chosen organization

Targeted giving to causes like health, education, or youth

Integrate charitable giving into estate and legacy plans

PRCF offers a variety of flexible fund structures designed to meet the unique goals of your clients. To explore detailed descriptions, visit our full list of Fund Types. Whether your client is looking to support a specific nonprofit, champion a cause, or build a legacy, we have tailored options to help them make an enduring impact. Popular structures for advisor-referred clients include:

Planning Support and Resources

We provide a robust suite of resources to make integrating charitable giving into your clients’ financial and estate plans seamless and efficient. Whether you’re guiding a client through their first major gift or structuring a multi-generational legacy, PRCF offers clear, professional tools to support your work.

Our support includes:

Sample Bequest Language

Simplifies estate document drafting by offering ready-to-use language that aligns with clients’ charitable intentions.

Legacy Planning Guides

Provides structured guidance for exploring charitable options that support long-term goals, family involvement, and legacy giving.

Client-Facing Brochures and Worksheets

Visually engaging, easy-to-understand materials to help clients explore giving strategies and discuss philanthropic options with family or advisors.

Sample Fund Agreements

Includes templates for donor-advised, designated, and other fund types to streamline the process of creating a new fund.

Calculators and Tax Planning Tips

Tools to help optimize timing, evaluate charitable tax benefits, and illustrate the impact of various giving strategies.

Let's Work Together

We serve as an extension of your team! PRCF offers confidential support to help you advise clients on charitable strategies that reflect their values and financial goals. From reviewing philanthropic options to customizing fund structures, we’re here to help you deliver expert, trusted guidance.

Welcome to Your Community Foundation

Please have patience with our website, it is still under construction from our transition to our new name. If you have any questions, please reach out to Samuel Mirarchi, Marketing & Communications Specialist at smirarchi@pottstownfoundation.org. Thank you