Highs and Lows: Reminding Clients About Stock Gifts
As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax perspective if they donate to … Read More
News & Stories
Backdrop Required: Informing Your Work With Charitable Clients
As attorneys, CPAs, and financial advisors, you’re dedicated to helping charitable clients navigate technical planning opportunities ranging from donor advised funds and Qualified Charitable Distributions … Read More
IPOs and Charitable Clients: Three Scenarios for Impact
If you keep an eye on initial public offerings, it’s been an exciting few weeks, especially if your clients are involved. As you work with … Read More
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
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