Timing is Everything: Mapping Out Clients’ 2025 Charitable Giving Plans
It’s never been easy to navigate the ever-shifting tax rules to help clients structure charitable gifts, and now it’s even trickier. Major changes under the … Read More
News & Stories
Quiet Types: Spotting Clients Who Prefer to Give Anonymously
At the Community Foundation of Frederick County, we’re dedicated to working with you to help your clients achieve their charitable goals. We’re honored to serve … Read More
Gifts of Artwork: Worth a Look, but be Careful
If you’ve noticed a surprising uptick in recent years among your younger clients investing in artwork, it is not your imagination! A survey of 1,007 … Read More
Charitable Mindset: What are Clients Thinking?
Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When … Read More
Philanthropy: It’s a Marathon, Not a Sprint
As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, even … Read More