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, […]
At the Community Foundation of Anne Arundel County, we regularly partner with professional advisors to support their clients’ philanthropic goals. When you’re working on the charitable components of a client’s […]
We’ve been hearing from many of you lately that charitable gift annuities (CGAs) are popping up more often in client conversations. If you’re seeing the same trend, you’re not alone—and […]
As attorneys, CPAs, and financial advisors, you know that trust is at the foundation of your relationships with clients. Your clients rely on you to help them make thoughtful decisions, […]
Tax season may be in full swing, but now is the perfect time to plan ahead and maximize your giving for this year. A Qualified Charitable Distribution (QCD) allows individuals […]