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Featured News

Advisor Blog, Featured
The Great Wealth Transfer: The Value of Partnerships Between Heirs and Professional Advisors
May 20, 2024
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, […]
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Reading your customer's minds
Advisor Blog
Charitable Mindset: What are Clients Thinking?
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, […]
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A case study for charitable clients
Advisor Blog
Start With Numbers: A Case Study for Charitable Clients
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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CFAAC In the News
CFAAC Awards Record $510,000 in Grants to 13 Anne Arundel County Nonprofits
July 1, 2025
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CFAAC Capital Gazette column
Capital Gazette Column
How do nonprofits touch YOUR daily life?
June 26, 2025
From feeding families to delivering critical care, nonprofits step up every day to protect and save lives in ways most of us never see. In moments of crisis, it’s often […]
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