Advisor Tools Archives - Page 5 of 10 - The Community Foundation of Frederick County

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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

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Charitable Mindset: What are Clients Thinking?

Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When … Read More

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