Advisor Tools Archives - The Community Foundation of Frederick County

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Charitable Giving Helps Parents Pass Wealth to Children

How much is too much? That’s a question many parents ask as they structure lifetime gifts and bequests to children in their financial and estate … Read More

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Gifts of Real Estate: Watch Every Step

We’re hearing from more and more attorneys, accountants, and financial advisors that your clients are expressing interest in giving real estate to charity. This is … Read More

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Charitable Planning in a Shifting Tax Landscape

It’s an election year, which means you may have more questions than answers as you work with your advisors to build out your financial and estate plans. … Read More

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Philanthropy is Not One Size Fits All

Charitable giving traditions are a big part of many peoples’ lives. The ways philanthropic values translate into action and behavior, however, vary widely from person … Read More

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Fund Types Tailored to Your Client’s Giving Goals

Just as every client has a unique estate plan and financial plan to meet their particular situation and goals, every philanthropic client needs a … Read More