Family Protection Fund
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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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A smiling woman and a young girl sit together on a couch over a pink piggy bank.
Advisor Blog
Women and Wealth: Strengthening Relationships Through Giving
November 4, 2026
Women are playing an increasingly influential role in wealth management, and new research suggests that advisors have an opportunity to strengthen relationships by paying closer attention to what female clients […]
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A hand turns a tuning peg on the headstock of an acoustic guitar.
Advisor Blog
“Start, stop, and continue”: Your charitable advising tune-up
November 4, 2026
The world of tax, financial, and estate planning is changing rapidly. Indeed, accounting professionals are well aware of these dynamics: 86% expect AI to increase their ability to deliver advisory […]
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A woman holds a sign with a large question mark in front of her face against a pink background.
Advisor Blog
How to Talk to Clients About Charitable Giving: One Question
November 4, 2026
The days are getting shorter and the year-end is getting closer! Of course, year-end is always a busy time for financial, tax, and estate planning advisors. Between reviewing investment portfolios, […]
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Eye on Annapolis: Local Business Spotlight: Shared Table Fund
CFAAC In the News
Local Business Spotlight: Shared Table Fund
October 24, 2026
The concept is simple. Local restaurants invite customers to round up their checks, with the money going into a fund managed by the Community Foundation of Anne Arundel County. Nonprofits […]
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