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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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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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CFAAC In the News
CFAAC Women and Girls Fund Awards $25,000 to Six Anne Arundel County Nonprofits
October 11, 2026
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"Community Connector, CFAAC Monthly Newsletter" header over the Annapolis waterfront at night.
Community Connector Monthly Newsletter
Community Connector – October 2026
October 8, 2026
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Advisor Blog
Gotcha! One Missing Sentence Can Cost Your Clients Big
October 8, 2026
If you advise charitable clients in your practice, you are no stranger to the IRS’s requirements for substantiating charitable deductions. In some cases, however, tax advisors and their clients are […]
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