Business Succession Planning: Four Questions and One Word of Caution
At The Community Foundation of Frederick County, we work with a wide range of individuals, families, and businesses for whom charitable giving is a priority, … Read More
News & Stories
Good News Keeps Coming: Retirement Plans and Charitable Giving
You’ve no doubt noticed that Qualified Charitable Distributions (QCDs) continue to gain traction as one of the most practical and effective charitable planning tools for … Read More
Split-Interest Charitable Gifts: Need-to-Know FAQs
As more clients look to balance philanthropic goals with income needs, advisors are taking a fresh look at split-interest gifts. Two of the most common … Read More
Wake Up Call: OBBA Changes and Client Conversations
For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. That is not the … Read More
Rare But Useful: Planning With Charitable Lead Trusts
“Charitable lead trust” is far from a household word, and you might not run across the need for one very often in your practice. They … Read More