Community Foundation Names Philanthropic Advisor to Serve Professionals

The Adams County Community Foundation has announced that Theresa DiLoreto, CFRE has joined its staff as Philanthropic Advisor. Theresa will serve as the Community Foundation’s liaison with legal and financial advisors, connecting them with the Community Foundation’s options for incorporating philanthropy into clients’ lifetime and estate plans.

Community Foundation President and CEO Ralph Serpe says, “In our experience, most clients want their attorney, wealth manager or other advisor to bring up the topic of charitable giving, and the Community Foundation is here to support those conversations. Advisors should think of Theresa and the Community Foundation staff as a charitable planning resource.” https://www.adamscountycf.org/for-professional-advisors/

Theresa has a broad and deep familiarity with our community and its charitable sector. Prior to joining the Community Foundation, Theresa served as Assistant Director of Donor Relations for SpiriTrust Lutheran and Marketing and Public Relations Coordinator at South Central Community Action Programs, among other positions.

“Helping people to connect with and support our community is what I love doing,” said Theresa. “This role at the Community Foundation gives me a new perspective on that mission. I look forward to serving professional advisors who want to support their clients’ charitable goals. The Community Foundation can help with philanthropic planning, adding value to an advisor’s practice and their client relationships.”

Theresa will reach out to Adams County professional advisors and those based elsewhere who serve clients in Adams County. To schedule a call, meeting, or presentation, advisors may contact Theresa DiLoreto, CFRE, Philanthropic Advisor at TDiLoreto@adamscountycf.org or 717-321-3212.

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