Advisor Toolkit

Advisor Blog

If This, Then That: Your Charitable Planning Quick Refere...

Check out our charitable planning quick reference guide

Advisor Blog

QCDs: An Increase from $105,000 to $108,000 in 2025, and ...

Qualified Charitable Distributions FAQs

Advisor Blog

Estate Tax Planning: What’s Your Next Move?

Upcoming changes to the tax laws that could impact your high net-worth clients.

Advisor Blog

Member Spotlight: Jesse Walsh

Jesse Walsh's career path shifted from pre-med to estate planning, highlighting the value of early planning, networking, and diverse personal interests.

Advisor Blog

Charitable Strategies for Ultra-High Net Worth Families

Many high-net worth individuals are philanthropic, of course, and charitable gifts reduce taxable income and avoid estate taxes.

Advisor Blog

What Now? Why the Elections Won’t Immediately Change Tax ...

Many eyes are on the election aftermath seeking clues about what might happen to the tax laws. It's a long road from here to there.

Advisor Blog

Three Insights Worth a Quick Peek

As 2024 draws to a close, we know how busy life can get—personally and professionally. If you only have 60 seconds, we recommend scanning these three updates.

Advisor Blog

Event Tickets: Beware of the Split

Many of your philanthropy-minded clients certainly enjoy attending fundraising events for their favorite ch...

Advisor Blog

Into the Great Unknown

Humans crave certainty, and that is certainly not what we have right now during election season, especially...

Advisor Blog

At a Loss for Words? Tips for Starting a Charitable Givin...

Attorneys, CPAs, and financial advisors certainly are no strangers to tough questions. The mix of money, fa...

Advisor Blog

Member Spotlight: From Challenges to Opportunities: Zacha...

The Anne Arundel Estate Planning Council recently sat down with Zachary Reichenbach, Membership Chair, to d...

Advisor Blog

Exploring Gifts of Closely-held Stock for Private Busines...

Giving stock is an important strategy for any private business owner to explore. Not only can these gifts h...

Advisor Blog

Charitable Planning Topics on the Horizon

The Community Foundation team keeps a finger on the pulse of current events and legal developments that cou...

Advisor Blog

Charitable Planning Can Help Ease Client Procrastination

Procrastination is a drain in ways that go far deeper than the incomplete task itself. We know this intelle...

Advisor Blog

Counting Pennies: How to Counsel Frugal yet Charitable Cl...

Over the years, you’ve no doubt experienced a wide range of what clients perceive as “wealthy.” You’ve like...

Advisor Blog

Less Can Be More: Charitable Giving Helps Parents Pass We...

How much is too much? That’s a question many parents ask as they structure lifetime gifts and bequests to c...

Advisor Blog

Mixing Business and Charity: Keep it ethical, legal, and ...

You’re well aware that donating highly-appreciated stock to a fund at the Community Foundation offers signi...

Advisor Blog

Gifts of Appreciated Stock: Picking Favorites

You’re well aware that donating highly-appreciated stock to a fund at the Community Foundation offers sig...

Advisor Blog

Planning for a sunset: Lock in a higher exemption, unlock...

Without legislation to prevent it, the sunsetting of current estate tax laws at the end of 2025 will dramat...

Advisor Blog

Don’t Forget: Companies Need Philanthropic Advice, Too

Clients wear many hats. They are children, parents, siblings, and volunteers for charities. Many of your cl...

Advisor Blog

Advising the Charitable Millionaire Next Door

At the end of 2024’s first quarter, an estimated 485,000 Americans could count themselves among the so-call...

Advisor Blog

CFAAC is Watching These Legal Developments

As your go-to resource for charitable giving techniques, the Community Foundation team pays close attention...

Advisor Blog, Featured

The Great Wealth Transfer: The Value of Partnerships Betw...

The Great Wealth Transfer presents opportunities and challenges for families and their professional advisor...

Advisor Blog

What’s Caught Our Attention

Charitable giving in an election year While charitable giving historically has been resilient in the midst ...

Advisor Blog

Celebrate Variety: Many Assets Make Great Gifts to Nonpro...

When your client is getting ready to make a contribution to a fund at the Community Foundation or other cha...

Advisor Blog

What’s Bubbling Up: Need-To-Know Updates on the Proposed ...

Last November, the Treasury released proposed regulations related to Donor Advised Funds. Although these pr...

Advisor Blog, Featured

The Great Wealth Transfer: Communicating with Your Family

One of the most common questions among families who are transferring wealth to future generations is “How m...

Advisor Blog, Impact Stories

Professional Advisor Recognition Society Spotlight on Jus...

At the 2023 Celebration of Philanthropy, Justin T. Roudiez, CFP®, ChFC®, was among the four new members ind...

Advisor Blog

Legacy Funds and Other Handy Tools for Charitable Clients...

Getting a jump on a future “to do” list is always a great feeling. The team at the Community Foundation can...

Advisor Blog

Gifts of Appreciated Stock: Let the Numbers do the Talking

No matter how frequently you remind clients to pause before they automatically reach for the checkbook to m...

Advisor Blog

In the Spotlight: Charitable Planning for Wealthy Clients

As you structure philanthropy plans for your high-net worth clients, we recommend reviewing the potential i...

Advisor Blog, Featured

The Great Wealth Transfer: Millennials Be Prepared

Millennials, those born between 1981-1996, could experience a substantial increase in wealth—almost a five-...

Advisor Blog, Impact Stories

Professional Advisor Recognition Society Spotlight on Nic...

At the 2023 Celebration of Philanthropy, Nicole T. Livingston was among the four new members inducted into ...

Advisor Blog, Featured

The Great Wealth Transfer: Baby Boomers Take Note

Chances are you’ve heard buzz about the great wealth transfer that is actually occurring right now. The phr...

Advisor Blog

Fund Types Tailored to Your Client’s Charitable Goals

Each philanthropic client’s goals are unique, and charitable planning is not a one-size-fits-all propositio...

Advisor Blog

Tax Return Reviews Help Clients Level Up Charitable Givin...

Reviewing tax returns with a client can feel like an administrative task that simply needs to get done. But...

Advisor Blog

Donor Advised Funds: Recommended Reading

On an ongoing basis, the team at CFAAC tracks legislation, legal developments, trends, news, and innovative...

Advisor Blog, Impact Stories

Professional Advisor Recognition Society Spotlight on Fre...

At the 2023 Celebration of Philanthropy, Frederick R. Franke was among the four new members inducted into T...

Advisor Blog, Impact Stories

Professional Advisor Recognition Society Spotlight on Dan...

At the 2023 Celebration of Philanthropy, Danielle M. Cruttenden was among the four new members inducted int...

Advisor Blog

Tips for Serving Clients Who Love Giving Locally

Your philanthropic clients have no shortage of giving options. Many clients use their Donor Advised Funds a...

Advisor Blog

Use Caution When Advising Clients About Donating Works of...

Your clients who own highly-appreciated works of art certainly can consider making gifts of this property t...

Advisor Blog

Don’t Forget About Charitable Gift Annuities

Some charitable clients may wish to structure a gift to charity so that the client retains a lifetime incom...

Advisor Blog

FAQs: A Snapshot of Clients’ Tax-Time Charitable Giving Q...

Attorneys, accountants, and financial advisors are asking clients to start gathering tax documents and rela...

Advisor Blog

Tax Law Twists and Turns: Five Developments Impacting Cha...

The team at the Community Foundation is committed to keeping you up-to-date on what you need to know. Here’...

Advisor Blog

Unrestricted Giving, the Trust Factor, and Why it Matters...

The gifts Americans give to charity every year provide critical support for more than a million organizatio...

Advisor Blog

Big Gifts, Bullish Portfolios, and Kids Who Move Away

Clients who gave large year-end gifts, families whose grown children are spread out geographically, and cli...

Advisor Blog

Preventing Client Attrition Across Generations

Regardless of your business or industry, retaining your clients or customers is a key to success. And as th...

Advisor Blog

Charitable Giving Tips for Clients’ Golden Years

The rising popularity of the Qualified Charitable Deduction (QCD) appears to be inspiring an increasing num...

Advisor Blog

By the Numbers: What’s Around the Corner in 2024

It’s that time of year. The IRS has issued increases to key planning thresholds, including tax bracke...

Advisor Blog, CFAAC Stories

The Benefits of Giving Stock

Donating stock is one way you can give a powerful gift to the Community Foundation, while avoiding the capi...

Advisor Blog, CFAAC Stories

Stock Monday is Just Around the Corner!

This year, Stock Monday falls on November 27. Donating stock is one way you can give a powerful gift to the...

Advisor Blog

The Charitable Act and Philanthropy Tips and Trends

Keep an eye on developing news in the philanthropic sector, including the Charitable Act, which would expan...

Advisor Blog

Life insurance: A Key Charitable Planning Tool for Certai...

As an advisor, you may often get questions from your clients about life insurance—how much is enough and wh...

Advisor Blog

Six Tips for Clients’ Year-end Giving

Year-end giving makes up a significant portion of total revenue for most charitable organizations. Research...

Advisor Blog

Charitable Planning and Women Clients: Three Mini Scenarios

Women’s spending power has been in the news over the last several weeks as Taylor Swift’s and Beyonce’s tou...

Advisor Blog

Clients Want to Know: What’s Deductible and What’s Not?

Whether you are an estate planning attorney, financial advisor, or accountant, you’ve probably seen an upti...

Advisor Blog

Spotting Opportunity: Moving From a Commercial Fund to th...

Although a Donor Advised Fund, which is becoming a more and more popular charitable planning tool, can be e...

Advisor Blog

For Clients Who May Sell a Business, the Time to Think Ch...

Your clients who own businesses might be eyeing some analysts’ predictions that mergers and acquisitions ma...

Advisor Blog

Keeping an Eye on Your Clients’ Appreciated Stock

Professional advisors like you are well aware of the tremendous benefits your clients get when they give ap...

Advisor Blog

Smart Disaster Giving Can Offer Predictability to the Unp...

Sadly, it’s rare that a month goes by without the news of another disaster or humanitarian tragedy. Most re...

Advisor Blog

Legacy Giving: A Conversation Full of Opportunity

August is National Make-A-Will Month. This means your clients may be reading articles and hearing about est...

Advisor Blog

Helping Your Clients Get Organized: Structure is a Critic...

Instilling the idea of charitable giving in children and grandchildren at first blush may appear to be easy...

Advisor Blog

Three Suggested Readings for the Latest in Philanthropic ...

Giving in America In June, Giving USA reported a rare decline, 3.4%, in charitable giving by Americans in 2...

Advisor Blog

Retirement Savings and “Catch-Up” Contributions Can Boost...

At the Community Foundation, we regularly work with legal, financial, and tax advisors like you to help cli...

Advisor Blog

Advising Clients About AI’s Impact on Charitable Giving

News about the capabilities of artificial intelligence (AI) has skyrocketed over the last few months. As at...

Advisor Blog

Summer topics worth watching

Three important topics should be on your radar this summer: the Charitable Act legislation, Qualified Chari...

Advisor Blog

Bridging the gaps in multi-generational family philanthropy

Differing views within families is nothing new; differing views about nearly anything and everything is cen...

Advisor Blog

Gifts of cash or stock: Is it a toss-up?

Turbulent economic conditions, concerns about inflation, and challenges in the banking sector are just a fe...

Advisor Blog, Impact Stories

Professional Advisor Recognition Society Spotlight on Ric...

The Community Foundation of Anne Arundel County (CFAAC) launched its Professional Advisors Recognition Soci...

Advisor Blog, Impact Stories

Professional Advisor Recognition Society Spotlight on Cha...

The Community Foundation of Anne Arundel County launched its Professional Advisor Recognition Society at th...

Advisor Blog

Looking at the Big Picture

As you talk with your clients about charitable giving, are you leading with tax benefits? Deferring philant...

Advisor Blog

Tax scrutiny: Should clients worry about the IRS’s bigger...

A major portion of the $80 billion scheduled to be invested in Internal Revenue Service upgrades is earmark...

Advisor Blog

Retirement plans to charity: Understanding the “trifecta”...

Over the last few months, many advisors have noticed an uptick in client inquiries about leaving their IRAs...

Advisor Blog, Impact Stories

Professional Advisor Recognition Society Spotlight on Fra...

The Community Foundation of Anne Arundel County launched its Professional Advisors Recognition Society at t...

Advisor Blog

Tax Tips to Keep You on Your Toes

Tax season is here and charitable deductions and the vehicles that generate them continue to land on the IR...

Advisor Blog

Proposed Legislation: Is Better Deductibility Back on the...

Charitable deduction legislation ebbs and flows and proposed reform efforts come and go, resulting in the o...

Advisor Blog

Turmoil in Banking and Technology: Optimism for Charitabl...

It’s been three years since the Covid-19 pandemic swept the globe and wreaked wide-ranging havoc on so many...

Advisor Blog, Impact Stories

Professional Advisor Recognition Society Spotlight on Kar...

The Community Foundation of Anne Arundel County launched its Professional Advisors Recognition Society at t...

Advisor Blog

Giving a Business to Charity: Stack the Odds in Your Clie...

Despite recent reports of a 55% decline in charitable giving by the top 50 U.S. donors in 2022, high profil...

Advisor Blog

Staying Connected to Causes Through Designated Funds, Fie...

Most attorneys, accountants, and financial advisors are well aware of Donor Advised Funds and the reasons b...

Advisor Blog, Impact Stories

Professional Advisor Recognition Society Spotlight on Mic...

The Community Foundation of Anne Arundel County launched its Professional Advisors Recognition Society at t...

Advisor Blog

A must-know: Reviewing the QCD

You’ll recall the buzz at the end of 2022 when Congress passed sweeping omnibus legislation that included a...

Advisor Blog

It’s not too early for spring cleaning: Make this the yea...

If you’re already dreading asking your clients to pull together their receipts and other documents for 2022...

Advisor Blog

Client conversations: Why your 2023 agenda must include c...

No doubt, your news feed includes far more articles about philanthropy as a planning tool for your clients ...

Advisor Blog, Impact Stories

Professional Advisor Recognition Society Spotlight on Chr...

The Community Foundation of Anne Arundel County launched its Professional Advisors Recognition Society at t...

Advisor Blog

Valuable Conversations: Why it’s Smart to Talk with...

January is a good time to start helping your clients plan for their annual giving. With the year-end flurry...

Advisor Blog

It Just Keeps Getting Better: Why Charitable Gift Annuiti...

Charitable gift annuities (CGAs) are becoming more attractive to philanthropists, making this planned givin...

Advisor Blog

Celebrating the New Legacy IRA and a Boost for QCDs

Congress passed the much-anticipated, $1.65 trillion-dollar omnibus spending bill known as the Consolidated...

Advisor Blog

Important Year-End Charitable Tax Planning Reminders

Now is the time to share important reminders with your clients about year-end gifts. Gifts of appreciated s...

Advisor Blog

Five of 2022’s Most-asked Questions About Qualified Chari...

Qualified Charitable Distributions (QCDs) are becoming a very popular financial and charitable planning too...

Advisor Blog, CFAAC Stories

A Different Way of Approaching Legacy Planning

We understand that there are many necessary elements and legalities to executing a will or trust. Perhaps t...

Advisor Blog

Strong Year-End Giving in a Bear Market: Donor Advised Fu...

Giving appreciated stock to charitable organizations is certainly a highly-effective tax strategy. During y...

Advisor Blog

Adopt a “Donor Beware” Attitude When Clients ...

Market declines and inflation have made 2022 a more challenging year for some clients to fulfill their trad...

Advisor Blog

Disaster Philanthropy: Your Clients and the Important Rol...

Sadly, your philanthropic clients may have grown accustomed to making charitable donations to support disas...

Advisor Blog

Counseling your Clients about Nonprofits: The Good, the B...

The nonprofit sector accounts for more than 12 million jobs in the United States, and job growth in the non...

Advisor Blog

Charitable Giving in a Challenging Economy

Earlier this year, Bankrate and Psych Central released the Money and Mental Health study and, not surprisin...

Advisor Blog

Highly-Appreciated Stock: If Your Client Missed the Ideal...

During a routine check-in meeting, your client casually mentions that the client’s employer, a local compan...

Advisor Blog

The “I’s” Have It: Two Key Topics for Client Meetings

Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your cli...

Advisor Blog

Inherited IRAs: Big Headache, or Big Opportunity?

Until the law changed a few years ago, a client who was named as the beneficiary of a parent’s IRA, for exa...

Advisor Blog

Farms, Tax Planning, and Funding a Family Legacy

Given that there are more than two million farms in the United States, many advisors have at least one clie...

Advisor Blog

Back to basics: Reminding Clients About Wills, Trusts, an...

August is National Make a Will Month, and the publicity surrounding this designation may prompt your client...

Advisor Blog

QCD enhancements: Steps forward and fingers crossed

A recent flurry of activity in the Senate has inched forward the legislation known as SECURE 2.0. Philanthr...

Advisor Blog

The Community Foundation Edge: Knowledge, QCD eligibility...

As a reminder, community foundations can offer many services and personal attention to your clients when it...

Advisor Blog

Bunching, long-term appreciated assets, and helping young...

According to Trust & Will’s 2022 Estate Planning Study: Millennial Estate Planning Continues in a Pand...

Advisor Blog

Finding the good, giving as a wealth strategy, and an ope...

It can be hard to see the good in people as heartbreaking exceptions seem to dominate modern life, but it i...

Advisor Blog

Helping Clients Organize Their Giving Through a Donor Adv...

Your clients will arrive in 15 minutes. You’re reviewing the file. Everything is in order. The estate plann...

Advisor Blog

Planning for Retirement and Giving to Charity: Intertwine...

Retirement planning no doubt is an important discussion topic during client meetings every year. In recent ...

Advisor Blog

QCDs: Good News and Important Reminders

Qualified Charitable Distributions (QCDs) have been in the news a lot lately, especially in light of the pr...

Advisor Blog

Cash Crunch: Gifting Non-income Producing Assets

For clients who rely on fixed-income assets, such as bonds, as well as wages, to cover their living expense...

Advisor Blog

Celebrating the Secure Act 2.0

Across the board, individuals, employers, and charitable organizations are celebrating the recent passage o...

Advisor Blog

Closely-Held Business Interests: Adventuresome Giving

The number of U.S. businesses totals more than 27 million, but only a tiny fraction of those are publicly t...

Advisor Blog

Winds of change and headwinds: Legislation and Inflation

You may have noticed that Donor Advised Funds have been featured recently in financial and wealth managemen...

Advisor Blog

When giving hard-to-value assets, creativity and caution ...

For some of your clients, the thought of giving artwork to a museum or other charity might have crossed the...

Advisor Blog

Big gifts are getting bigger. How does that change your c...

Ranging from $175 million to a whopping $15 billion, the 10 largest gifts to charity in 2021 may have caugh...

Advisor Blog

Giving hard-to-value assets: It’s not just for real estat...

You are no doubt familiar with the many benefits of giving hard-to-value assets to a charity – and especial...

Advisor Blog

Transfer of wealth: Following the money

“The greatest wealth transfer in modern history has begun,” according to a mid-2021 report in the Wall Stre...

Advisor Blog

Philanthropy and the family business: A chance to ask gre...

More than half of the country’s gross domestic product (GDP) is generated by the 5.5 million family-owned b...

Advisor Blog

Helping Families Stay Connected Across the Miles and Gene...

Your philanthropic clients will thank you for suggesting they consider giving a charitable gift in the form...

Advisor Blog

The Ever-Popular, Year-End Charitable Giving Checklist

We’ve heard that many of you appreciate a quick checklist for charitable giving reminders each December. We...

Advisor Blog

Donor Advised Funds Grow in Popularity

For nearly 90 years, charitably-minded individuals and families have established Donor Advised Funds (DAFs)...

Advisor Blog

Year-End Giving: Repeat, Repeat, Repeat

It’s the season for email newsletters hitting your inbox with tax planning tips. We get it! With so m...

Advisor Blog

Trends That May Influence What Your Clients are Thinking ...

The 2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households confirms that weal...

Advisor Blog

Advisors’ Fiduciary Obligations Can Get Personal

With charitable bequests on the rise, and the possibility that more clients will be subject to Federal esta...

Advisor Blog

Upcoming Legislative Developments

The Community Foundation of Anne Arundel County can work with you and your clients to structure charitable ...

Advisor Blog

Three Important Factors in Donating S Corp Stock to Charity

A question many family businesses grapple with in their formative stages is whether to form an S Corporatio...

Advisor Blog

Donor privacy: An ongoing concern

In an era of social media and intense polarization of rhetoric, it’s no wonder so many charitable individua...

Advisor Blog

“Insider giving”: A team approach is essential to craftin...

As corporate valuations soar, you may be getting more frequent questions from executives at publicly-traded...

Advisor Blog

Outside the box: Legacy combinations you might overlook

As you’re developing estate plans for your charitable clients, remember that CFAAC is happy to help structu...

Advisor Blog

An Eye on the Law: Recent Updates and Rulings

The Community Foundation stays on top of tax cases, IRS rulings, and legislation that could impact the advi...

Advisor Blog

Planned Giving Starts Now: Tips and Talking Points for Li...

According to 2020 statistics released in June 2021 as part of the Giving USA report, Americans’ bequests to...

Advisor Blog

Case Study: How to Spot a Charitable Remainder Trust Oppo...

Imagine that a client sits down at your conference room table and begins the meeting something like this: ...

Advisor Blog

How Can Planned Giving Benefit your Family?

When making a bequest, many people think that they are obligated to leave their entire estate to their heir...

Advisor Blog

Charities and Cryptocurrency: Gifts are on the Rise

As cryptocurrencies’ profiles rise in the marketplace, your clients may begin asking questions about the po...

Advisor Blog

IRAs, Field ofInterest Funds, and Designated Funds: Don&#...

Designated funds and Field of Interest Funds may not always be top of mind when you are developing philanth...

Advisor Blog

Cautioning Clients About Crowdfunding

What if your clients make donations to entities that don’t fall under a specific section of the Internal Re...

Advisor Blog

Ice breakers: Four easy openers to talk about philanthropy

Addressing charitable giving priorities with clients does not need to be hard. The key is to be interested,...

Advisor Blog

501(c) what?: Sorting through jargon to determine deducti...

When tax season rolls around each spring, a new crop of questions may arise concerning clients’ gifts to va...

Advisor Blog

April showers: Puddles to avoid as you navigate tax deadl...

Your clients are probably aware that the Internal Revenue Service and the Treasury Department have extended...

Advisor Blog

In sync on giving: Lawmakers from both parties support ex...

Members of Congress from both the Republication and Democrat parties have introduced legislation to expand ...

Advisor Blog

Giving together: Factors to consider when representing co...

The Community Foundation of Anne Arundel County (CFAAC) can help as you work with a couple to design a char...

Advisor Blog

Valuable Tax tips: Qualified appraisals, 2020 tax changes...

It’s that time of year and here are three of our favorite tax tips to navigate the 2020 tax year: 1. See th...

Advisor Blog

Unlocking the power of clients’ real estate: Is the...

Whether a nonprofit’s mission calls for office space, warehouse facilities, or something in between, most c...

Advisor Blog

Selecting a vehicle to celebrate and support a familyR...

For many donors, the importance of a multi-generational family philanthropy plan is high on the radar, espe...

Advisor Blog

Red hot real estate: Structure smart gifts to charity wit...

The housing market is showing no signs of slowing down in 2021. For certain clients, this presents an oppor...

Advisor Blog

Back to basics: Retirement plans and life insurance can f...

Your client’s fund at the Community Foundation of Anne Arundel County (CFAAC) can be an ideal recipient of ...

Advisor Blog

Consciousness on the rise: Tips for advising impact inves...

The term “impact investing” is said to have emerged in 2007 as a descriptor for deploying capital not only ...

Advisor Blog

Keeping Our Community Strong: Your Role is Critical

COVID-19 has significantly impacted nonprofit operations across the country and hampered nonprofits’ abilit...

Advisor Blog

A treat to boost 2021: Congress extends charitable giving...

As your clients reboot after a wild 2020, now is a great time to address their charitable giving plans for ...

Advisor Blog

Charitable legacies: What’s on tap for bequests?

Perhaps the component of President-elect Biden’s proposal with the biggest potential impact on ultra-wealth...

Advisor Blog

Advice to advisors: Seek clarity about clients’ commitmen...

The odds of President-elect Biden’s proposed tax plan becoming law depend on factors that won’t be known un...

Advisor Blog

Taking chances: Will hindsight point to 2020 as the year ...

The November 3 election left wealth managers, tax professionals, and estate planners with a dilemma: Should...

Advisor Blog

The CARES Act and Community: Three 2020 Upsides

Silver linings are hard to find this year, but it’s worth remembering that The Coronavirus Aid, Relief, and...

Advisor Blog

The Power of Planning: Bundling, Bunching, and Bequests

The significant community needs arising from the events of 2020, coupled with recent tax law changes, make ...

Advisor Blog

An eye toward year-end tax planning

Appreciated stock, anyone? Yes, 2020’s stock market has been a rollercoaster, but as you guide your clients...

Advisor Blog

Corporate giving programs: Opportunity in the COVID era

According to the just-released 2020 Porter Novelli Executive Purpose Study, more than 80 percent of large c...

Advisor Blog

Elections and giving: Tips for advising your clients

Individuals who are passionate about community causes are frequently also passionate advocates for candidat...

Advisor Blog

IRS speaks out on cybersecurity

According to the American Bar Association’s 2019 Legal Tech Report, 26% of law firms experienced some type ...

Advisor Blog

Weeding out taxpayers who abuse conservation tools

As environmental consciousness continues to rise, so does the subject of conservation easements as a tax-sa...

Advisor Blog

Advising clients on starting a charity

With little relief in sight from crises affecting our region, more and more attorneys, accountants, and fin...

Advisor Blog

Keep clients informed about stress on the social sector

Peter Drucker once wrote “Only the social sector, that is, the nongovernmental, nonprofit organization, can...

Advisor Blog

Advocacy efforts accelerate and expand to help communities

A silver lining of the pandemic and struggling economy is an unprecedented effort by philanthropic leaders ...

Advisor Blog

IRS ruling helps employers and employees help pandemic vi...

In Notice 2020-46, the IRS said compensation treatment will not be triggered when an employer makes cash pa...

Advisor Blog

Galas look different, but the tax rules are still sticky

For many charities that rely on events to achieve annual fundraising goals, the cancellation of 2020’s Met ...

Advisor Blog

Donor privacy protections now official

Many of you have been tracking developments related to the disclosure of donor identity and proposed IRS re...

Advisor Blog

Eyebrow-raising IRS relief for required minimum distribut...

In the CARES Act, passed on March 27, 2020, Congress eliminated this year’s Required Minimum Distributions ...

Advisor Blog

Important reminders: QCDs and CLAT

Our recent communications have highlighted the unique importance of Qualified Charitable Distributions (QCD...

Advisor Blog

Donor Advised Funds: Working hard for our community

Donor Advised Funds are a popular charitable giving tool. And right now is a perfect time to evaluate this ...

Advisor Blog

COVID-19: A new tipping point for disaster philanthropy?

The Community Foundation of Anne Arundel County provides context and education for your philanthropic clien...

Advisor Blog

Charitable lead trusts: A timely revival

Among the many factors swirling together in the pandemic marketplace are (1) historically low interest rate...

Advisor Blog

Four Tips for Advisors

There is certainly (and understanda+bly) no shortage of news about COVID-19. We’ve compiled a few of ...

Advisor Blog

What’s in the CARES Act for Philanthropy?

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) signed into law by on March 27, is the l...

Advisor Blog

A Special Message to Advisors

Meeting the ever-changing needs of our community has always been an integral part of our mission at the Com...

Advisor Blog

Close scrutiny of 501(c)(3) political activities in an el...

An election year frequently inspires clients’ passion for social issues, making philanthropy an especially ...

Advisor Blog

Watch out for compliance pitfalls as clients favor gifts ...

If volatile market conditions persist, gifts of hard-to-value assets may become popular substitutes for app...

Advisor Blog

Corporate philanthropists get relief from SALT cap on cha...

Businesses frequently make cash donations to charitable organizations. But what happens to the deductibilit...

Advisor Blog

Charitable planning is a must prior to the sale of a busi...

A new decade frequently inspires closely-held business owners to start thinking about an exit strategy. Bef...

Advisor Blog

So long, stretch IRA

Among the changes enacted by the SECURE Act, which became law on December 20, 2019, is a provision eliminat...

Advisor Blog

Special opportunity for a higher charitable deduction

Don’t miss out on the opportunity to inform your clients about a special provision in the Taxpayer Ce...

Advisor Blog

Tax Savvy

As you counsel your nonprofit organization clients and individual clients who are board members of charitie...

Advisor Blog

Creative Solutions

As your clients gear up for another year of giving, how can you help them make the most of their good inten...

Advisor Blog

Creative Solutions: Answering Clients’ Questions Ab...

During the holiday giving season, it is not unusual for a client to ask an advisor about a specific charity...

Advisor Blog

Avoiding danger: Be wary of overstating the value of char...

In Estate of Dieringer v. Commissioner, the Tax Court issued an opinion reducing the charitable deduction i...

Advisor Blog

Insight: Philanthropy and its role in family connectedness

Attorneys, financial planners, and accountants frequently observe that their clients who participate in phi...

Advisor

Endowment Calculator

CFAAC's Planned Giving Speaker Series: