Dear Friends, Colleagues, and Partners, It’s hard to put into words the mix of emotions I feel as I share this news. After much reflection, I have decided to retire […]
As you advise clients on charitable giving, you’re likely aware of the growing popularity of the Donor Advised Fund as a flexible, tax-efficient tool for philanthropy. Many families appreciate how […]
If your client base includes business owners, you probably weren’t surprised by this observation in a recent Wall Street Journal article about the “stealthy wealthy:” “Behind a paycheck, the largest […]
There’s little doubt that you’ve seen extensive news coverage of the so-called “Big Beautiful Bill” (H.R. 1) that passed the House of Representatives by a 215-214 vote on May 22, […]
Mary Spencer will retire as president and CEO of the Community Foundation of Anne Arundel County by the end of the year, the group announced Tuesday. Spencer assumed the role […]