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Featured News

Capital Gazette Column, CFAAC In the News, Featured
November 17, 2024
Look no further than local community foundations for trusted disaster relief donations.

Advisor Blog
July 7, 2025
The One Big Beautiful Bill Act (OBBBA) was signed into law by President Trump on July 4, 2025, after the House of Representatives approved the Senate’s changes to H.R. 1, […]
Advisor Blog
July 1, 2025
Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving, […]
Advisor Blog
July 1, 2025
As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while also optimizing tax benefits. Unfortunately, only […]

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