900 Bestgate Road
Suite 400
Annapolis, MD 21401
410.280.1102
RECENT BLOGS
Fund Types Tailored to Your Client’s Charitable Goals
Each philanthropic client’s goals are unique, and charitable planning is not a one-size-fits-all proposition. The Community Foundation offers charitable giving vehicles tailored to meet a wide range of clients’ needs.
Tax Return Reviews Help Clients Level Up Charitable Giving Plans
Reviewing tax returns with a client can feel like an administrative task that simply needs to get done. But don’t overlook the value of the review process to point out planning opportunities for this year and beyond, especially related to charitable giving and working with the Community Foundation.
Donor Advised Funds: Recommended Reading
Recently, Donor Advised Funds (DAFs) have been the subject of conversation within financial and estate planning circles, as well as a trending topic in philanthropy, related to a set of proposed regulations issued by the IRS late last year. CFAAC has compiled a list of articles in case you would like to dig deeper into the topic of DAFs.
Tips for Serving Clients Who Love Giving Locally
Your philanthropic clients have no shortage of giving options. Many clients use their Donor Advised Funds at CFAAC to support favorite charities across the country, including alma maters, organizations in the communities where they’ve lived in the past or have a second home, or charities in communities where their grown children are now living. Many clients are also deeply committed to the local community where they’re living now, where they’ve raised their children, and where they’ve built a business.