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PLAN: Helping Your Clients in Somerset County Achieve Their Philanthropic Goals

May 16 @ 10:30 am - 1:00 pm

Join us for a complimentary lunch to learn more about how the Community Foundation serves Somerset County. Discover how we are able to grant millions of dollars back into our local communities, and beyond. See examples of how local donors continue to make long lasting impact, even after they have passed. Help your clients avoid taxes in their lifetime and leave a legacy that lasts.

Presenters are Katrina Perkosky, Director of Donor Services, and Lladel Lichty, Director of the Somerset County Endowments.

What is the Community Foundation’s Philanthropic Leaders Advisory Network – PLAN?

The goal of PLAN is to partner with professional advisors dedicated to carrying out their clients’ charitable goals while helping to build assets in their communities.

If you are not already a PLAN member, consider the benefits available with the Community Foundation to achieve your client’s charitable goals:

  • Added level of client service to meet their individual charitable and legacy goals.
  • Access to CFA’s broad-based knowledge and understanding of community needs.
  • Access to CFA staff to obtain charitable program information and guidance for establishment of a charitable fund.
  • Opportunity to continue to guide the client’s investment strategy.
  • Access to professional development continuing education credits and networking opportunity with like-minded professional advisors.


Somerset Country Club
416 Plank Road
Somerset, PA 15501
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