The Great Wealth Transfer presents opportunities and challenges for families and their professional advisor partners. The question is: is everyone prepared? First, the opportunities: if you are inheriting significant wealth, […]
The team at the Community Foundation is honored to work with attorneys, CPAs, and financial advisors to help clients turn generosity into lasting impact. Of course, as you work with […]
Retaining clients is a cornerstone of long-term business success, no matter the profession or industry. Keeping an existing client, and earning additional work from that client, is far easier and […]
As you counsel clients through year-end tax planning, the Community Foundation encourages you to remind them that 2025 presents a critical window of opportunity for charitable giving before major provisions […]
On behalf of the Community Foundation of Anne Arundel County and the nonprofits you uplift through your generosity, thank you for your commitment to strengthening our community throughout 2025. As […]