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Advisor Blog
Advisor Blog
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 […]
Advisor Blog
April 2, 2025
We’ve been hearing from many of you lately that charitable gift annuities (CGAs) are popping up more often in client conversations. If you’re seeing the same trend, you’re not alone—and […]
Advisor Blog
April 2, 2025
As attorneys, CPAs, and financial advisors, you know that trust is at the foundation of your relationships with clients. Your clients rely on you to help them make thoughtful decisions, […]
Advisor Blog
March 26, 2025
Insights from a Financial Advisor and Leader on Building Success, Overcoming Challenges, and Finding Purpose in His Work The Anne Arundel Estate Planning Council recently sat down with Andy Greenfield […]