For Advisors
Advisor Toolkit
If you have questions or are interested in more complex forms of giving, our knowledgeable development team is happy to meet with you and share more:
Mary Spencer, President & CEO
Mary@cfaac.org, 410-280-1102 ext. 101
Jennifer Lagrotteria, Director of Philanthropic Resources
jen@cfaac.org, 410-280-1102 ext. 102
John Rodenhausen, Director of Gift Planning
john@cfaac.org, 410-280-1102 ext. 103
Advisor Tools & Resourses
DAF vs Private Foundations
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Investment Management 2024
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Legacy Planning – Making a Difference
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The Power of Endowment
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CFAAC Estate Planning Guide
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Endow Maryland 2024
Download
Fund Fees and Policies 2024
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Qualified Charitable Distributions (QCDs)
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IRA Charitable Rollover
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Anne Arundel Estate Planning Council 2024 Opportunities
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Bequest Language Sample
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Understanding Community Foundations 2024
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Guide to Planned Giving Strategies
Download
Professional Advisor Partner
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2023 Planned Giving for Advisors
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Medallion Program Advisor
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Advisor
Blog
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 Blog
Member Spotlight: Jesse Walsh
From Pre-Med to Estate Planning: A Journey of Unexpected Turns and Meaningful Connections The Anne Arundel Estate Pla...
Advisor Blog
Charitable Strategies for Ultra-High Net Worth Families
Charitable giving is always an important strategy to discuss with your clients. Many high-net worth individuals are p...
Advisor Blog
What Now? Why the Elections Won’t Immediately Change Tax Laws
Many eyes are on the election aftermath seeking clues about what might happen to the tax laws. Of particular interest...
Advisor Blog
Three Insights Worth a Quick Peek
As 2024 draws to a close, we know how busy life can get—personally and professionally. The team at the Community Foun...
Advisor Blog
Event Tickets: Beware of the Split
Many of your philanthropy-minded clients certainly enjoy attending fundraising events for their favorite charities. E...
Advisor Blog
Into the Great Unknown
Humans crave certainty, and that is certainly not what we have right now during election season, especially where tax...
Advisor Blog
At a Loss for Words? Tips for Starting a Charitable Giving Conversation
Attorneys, CPAs, and financial advisors certainly are no strangers to tough questions. The mix of money, family, and ...
Advisor Blog
Member Spotlight: From Challenges to Opportunities: Zachary Reichenbach’s Journey in Estate Planning
The Anne Arundel Estate Planning Council recently sat down with Zachary Reichenbach, Membership Chair, to discuss his...
Advisor Blog
Exploring Gifts of Closely-held Stock for Private Business Owners
Giving stock is an important strategy for any private business owner to explore. Not only can these gifts help implem...
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 could impact ...
Endowment Calculator
Our Endowment Calculator is a useful tool for donors and advisors to project the growth and potential grantmaking capacity of an endowment over time.
IMPORTANT: The results provided by the Endowment Calculator are intended for illustrative purposes only and are not guaranteed. The illustration should not be relied upon nor deemed as endowment fund advice. The investment projections, outcomes and other information generated by the Endowment Calculator are hypothetical in nature, are based on the Community Foundation of Anne Arundel Counties investment goals and policies, and may not reflect actual investment results. Results may vary with each use and over time, and they are not guarantees of future results. Projections assume annual return of 7%, supporting fees of 1.00% and an annual distribution rate of 4.0%. Supporting fees vary by fund. No market value averaging formula is being used. Formulas assume one distribution per year.
CFAAC's Planned Giving Speaker Series:
How to Go from Overwhelmed to Empowered Through Estate Planning with Elsa Smith
Attorney Elsa W. Smith discusses the obstacles women from various backgrounds face when creating an estate plan.
Make A Will Seminar with Rosemary Calderalo
Less than half of Americans have a will. If you don’t have your own will or estate plan, the state of Maryland has one for you and it may not match your wishes or assumptions. Rosemary Calderalo presents how to get started in your planning and learn how you can also make provisions for charities in your will or estate plan.
LGBTQ Estate Planning Webinar with Lee Carpenter
Attorney Lee Carpenter discussed how to speak with LGBTQ individuals without causing offense, understand how LGBTQ life experiences and planning needs may differ, and identify ways to avoid unintentional bias.
Estate Planning and Philanthropy with Christine W. Hubbard
Probate Attorney Christine Hubbard lead participants in this interactive webinar, explaining the fundamentals of estate planning and how to build philanthropic giving into their estate plan in the most tax efficient way. Discussing estate planning basics and strategies, current and proposed tax laws, incorporating Donor Advised Funds into estate plans, and setting philanthropic goals.