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Moving from a private foundation to a Donor Advised Fund
Advisor Blog
A Happier Alternative? Moving From a Private Foundation to a Donor Advised Fund
May 1, 2025
The number of private foundations in the United States is nearing 150,000 with combined assets topping $1 trillion, so it’s no wonder that a lot of people immediately think about […]
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marathon May 2025 professional advisor
Advisor Blog
Philanthropy: It’s a Marathon, not a Sprint
May 1, 2025
As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, even in times of economic uncertainty. […]
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CRTS: Who, what where, when and how?
Advisor Blog
Charitable Remainder Trusts: What, Where, Who, Why, When, and How?
May 1, 2025
If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust (CRT).” You might have even helped clients set them up. For most attorneys, CPAs, […]
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Advisor Blog
Private Foundation or Donor Advised Fund? Let’s Weigh the Options Together
April 2, 2025
At the Community Foundation of Anne Arundel County, we regularly partner with professional advisors to support their clients’ philanthropic goals. When you’re working on the charitable components of a client’s […]
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