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X-WR-CALNAME:Community Foundation of Anne Arundel County
X-ORIGINAL-URL:https://cfaac.org
X-WR-CALDESC:Events for Community Foundation of Anne Arundel County
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DTSTART:20240101T000000
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DTSTART;TZID=UTC:20251110T173000
DTEND;TZID=UTC:20251110T193000
DTSTAMP:20260502T094856
CREATED:20251016T154948Z
LAST-MODIFIED:20251016T155202Z
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SUMMARY:Planning with Purpose: Creating a Tax-Efficient Life and Charitable Legacy
DESCRIPTION: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. \nWealth 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. \nRegistration is required. Seating is limited; light refreshments will be provided. \n\nWho Should Attend\n\nIndividual donors and families planning their charitable giving\nProfessional advisors (wealth managers\, attorneys\, CPAs)\nNonprofit board members and philanthropic partners\n\nWhat You’ll Learn\n\nHow to align your legacy\, community impact\, and tax goals\nWhen to use donor-advised funds\, charitable trusts\, QCDs\, and bunching\nKey 2025 tax considerations under federal and Maryland changes\nPractical steps to integrate philanthropy into a holistic financial plan\n\nAttendees 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. \nRegister Here\nTrouble Registering? Google Chrome is the preferred browser for registration. If you continue to have trouble\, please email ashley@cfaac.org for assistance.
URL:https://cfaac.org/event/planning-with-purpose-creating-a-tax-efficient-life-and-charitable-legacy/
LOCATION:The Commons\, Research Dr.\, Annapolis\, MD\, 21401\, United States
CATEGORIES:Community Events,Fund Holder Information,Giving Guidance,Special Events
ATTACH;FMTTYPE=image/png:https://cfaac.org/wp-content/uploads/2025/10/CFAAC-Modera-Event.png
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