Join the Community Foundation of Anne Arundel County (CFAAC) and Modera Wealth Management for a practical, jargon-free session designed to help donors, families, and professional advisors navigate today’s evolving tax landscape and maximize the impact of their charitable giving.

Wealth Managers Dan Ebinger and Bill Hufnell, together with incoming CFAAC President & CEO John Rodenhausen, will share strategies for integrating philanthropy into a comprehensive financial plan—from donor-advised funds and charitable trusts to bunching and qualified charitable distributions. You’ll also learn how recent tax law changes under the One Big Beautiful Bill Act and new Maryland provisions may influence your giving in 2025 and beyond.

Registration is required. Seating is limited; light refreshments will be provided.

Who Should Attend

• Individual donors and families planning their charitable giving
• Professional advisors (wealth managers, attorneys, CPAs)
• Nonprofit board members and philanthropic partners

What You’ll Learn

• How to align your legacy, community impact, and tax goals
• When to use donor-advised funds, charitable trusts, QCDs, and bunching
• Key 2025 tax considerations under federal and Maryland changes
• Practical steps to integrate philanthropy into a holistic financial plan

Attendees will receive a complimentary printed copy of the 2025 Community Needs Assessment Report. Additional copies will be available for purchase, and a free download will be available at cfaac.org.

Register Here

Trouble Registering? Google Chrome is the preferred browser for registration. If you continue to have trouble, please email ashley@cfaac.org for assistance.