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5 Ways a Professional Advisor Can Amplify the Impact of Your Charitable Giving

For many people, giving back is part of their core values. So, it makes sense that they incorporate it into their financial plan, including their estate plans. Working with a local professional advisor — a financial planner, investment advisor or estate attorney — can help you to integrate the causes you care about in your overall plan. How? A professional advisor can be a skilled navigator, guiding you through the complexities of purposeful impact. Seasoned local advisors know the community and its nonprofit landscape. In fact, many professional advisors work closely with the Community Foundation of Anne Arundel County (CFAAC) to help donors align their philanthropy with effective nonprofits. Here are just five ways an advisor can be invaluable when it comes to meeting your philanthropic goals. Read more.


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