For You

Family Heritage Trust-websiteAt the Community Foundation of Washington County MD, we work with you to assist your clients in their charitable giving. We provide resources, such as our Professional Advisor Newsletter to help you meet your clients’ needs. We recognize the important role you play in the charitable giving process and appreciate your support in helping us promote philanthropy in Washington County. Because of our work with attorneys, accountants, financial planners, insurance specialists, investment brokers, real estate agents, trust officers and other licensed professionals who advise clients on legal and financial matters, the Community Foundation created a Professional Advisors Network (PAN) to assist us in educating the public on charitable giving, tax considerations, bequests and planned gifts. PAN also meets periodically to discuss educational and networking opportunities to increase both current and planned gifts in our communities.

The Professional Advisors Network helps us educate the public about charitable giving, tax considerations, bequests and planned gifts. The following members of the Professional Advisors Network* assist the Foundation in promoting philanthropy by referring clients. We appreciate these professional advisors for their dedication to charitable giving and the Community Foundation.

David M. Abeles
William R. Abeles, Jr.
Jodi Blair
Jef Bohn
Joan F. Bowers, AAMS
Joseph Chuckla
Robert S. Cochran
Karen Coyne
Michael G. Day, Esq.
Scott Draper, CPA
Chris Drawbaugh
Catherine A. Drummond, Esq.
Darrell Evans
Doug Fiery
Ryan Flurie
Bill Fritts
Nathaniel Hanft
Cynthia Harbaugh, CPA
Laura Herrera
John R. Hershey, III
Michael Hickey
Clarence Horst
John P. Itell, CPA, CVA
James Johnson Jr., Esq.
Jennifer Jones
Brian A. Kane, Esq.
Karen Kiley
Richard Lauricella, Esq.
Syd Machat
Shelby McGinley
Gaye McGovern
Cort Meinelschmidt
Scott Minnich
Cynthia Moore, CPA
William Nairn, Esq.
Daniel Norris
Cynthia Perini
Tim Peters
Brad Pingrey
Travis Poole, Esq.
Ted Reeder, III
Ann Marie Rotz, Esq.
Arthur Schneider, Esq.
James M. Sellgren
Andrew A. Serafini, CFP
Jeanne Singer, Esq., CPA
Gerald Spessard
Charles “Chip” Stewart, Esq.
Beverly Stitely, EA
Robert Stone, Esq.
Ron Z. Sulchek, CPA
Joseph Welty

*We have made every effort to ensure the accuracy of this list. However, if we have made an error or omission, please accept our apologies and contact us at your earliest convenience so we can update our records.