A Guide to Giving: 5 Ways to Make Charitable Contributions Go Farther

Generosity & Education Center

A Guide to Giving: 5 Ways to Make Charitable Contributions Go Farther

By Jamie French

It’s officially the holiday giving season – the busiest time of year for making contributions to your favorite charitable causes. But before you donate this year, know that taking a smart approach to giving can strengthen your own financial security and allow you to make an even greater philanthropic impact.

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Weekly Update with Ken and Jim from Advent Partners

Weekly Market Updates

November 11 Extended Weekly Update: Model Portfolio Updates – What’s Changing and Why

Ken Ferrone, CFA, explains Advent Partners’ model portfolio updates: new 50/50 and 70/30 models, shorter bond duration and broader diversification.

November 11, 2026

Concerned investor looking at a laptop displaying a declining stock market chart and financial data.

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The Clients We Serve

They come to us for more than just strategy. Our clients seek conversations that feel like they matter. Because they do.

Our clients are as unique as their plans, but they tend to share a few things in common:

They’re disciplined savers with $1M+ in investable assets.
They care deeply about family, faith, and making a difference.
They want guidance that simplifies, not overwhelms.
They’re professionals, retirees, business owners, and big-hearted givers across Central PA and beyond.

Ready for a Plan That Reflects the Whole You?

Navigating retirement? Selling a business? Wondering how to pass on more than just money? We’re ready when you are. At Advent Partners, financial planning can be transformational. And you don’t have to do it alone.