Advisor Tools Archives - The Community Foundation of Frederick County

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

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Charitable Remainder Trusts: What, Where, Who, Why, When, and How?

If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even helped … Read More

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Refresher Course: Charitable Gift Annuities

Several advisors have shared with us recently that they’re fielding more questions about charitable gift annuities (CGAs). It’s quite possible that CGAs are landing on … Read More

A woman in pink sits in the middle of a group holding a piece of paper. Several people of various ages sit around her smiling also looking at the paper in her hands.

Generational Shifts: Fulfilling Clients’ Charitable Wishes

Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your baby boomer clients establish financial and estate plans … Read More

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“If This, Then That”: Scenarios to Consider as Tax Time Approaches

As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. This makes it a great … Read More