Three Clients. Three Solutions. One Common Theme.
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely aware that charitable giving is not only … Read More
News & Stories
Inherited IRAs: A Charitable Solution?
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby … Read More
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
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