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Featured News
Advisor Blog, Featured
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, […]
Advisor Blog
January 7, 2025
Over the years, more than a handful of attorneys, CPAs, and financial advisors have shared with the Community Foundation team that their happiest clients seem to be those who’ve incorporated […]
Advisor Blog
January 7, 2025
Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump on their charitable planning […]
Advisor Blog
January 7, 2025
We all know that the new year and a new administration brings lots of potential change. So what is going on that you need to know to best serve your […]
Capital Gazette Column
December 19, 2024
With the season of giving upon us, our thoughts often turn to family, festivities and gifts. As a child, giving usually centers around presents, whatever holiday we celebrate. But as […]