People and their stories are at the heart of community philanthropy. In this section, you’ll find stories about how our donors, grantees and partners are working to help our community move from surviving to thriving. PDFs of our printed publications — including Forum, which was published through spring of 2021, and our annual report to the community — are available in the publications section.
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Preventing Estate of Emergency
Proper preparation can make succession planning simple.
Weathering the storm
Simple strategies to give charitably in volatile times.
Leaning into legacies
Maximizing giving in tax-advantaged ways.
Meet advisor Shana Bielich, CFP®
Meet advisor Katharine Perry, CFP
As a certified financial planner and client advisor at CooksonPeirce, Katharine Perry knows her way around a stock portfolio. She also knows what makes people tick. Her training in psychology and social work gives her insight into the deeply personal ways people approach financial matters and charitable giving. In this Q&A, we learn more about what motivates her as a wealth advisor.
Advisor profile: When a client family asked for help giving away wealth instead of building more, a financial advisor changed culture of his firm to embrace community foundation philanthropy.
Financing a cure
Moved to act by a brother lost in childhood, financial advisor James “Jim” Beck embraces medical research philanthropy.
Women of means
Two women in fields traditionally dominated by men build a powerful philanthropic legacy.
Not just a family affair
Philanthropy and community are at the heart of Beaver County firm