As an investment professional, I am well accustomed to helping individuals, businesses and institutions develop a plan to meet defined goals. These goals may be imminent or a few decades in the future and often include college tuition and a comfortable retirement.

In my role as treasurer and chair of the Investment Committee for the Adams County Community Foundation, the challenge is a bit different. We invest the charitable funds entrusted to the community foundation with two goals in mind.

Jim Kampstra, CIMA CFP, is founder and wealth advisor at Kampstra Wealth Management and serves as treasurer and Investment Committee chair for the Adams County Community Foundation. He can be reached at jim@kampstra-wm.com.

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