In honor of CFAAC’s 25th anniversary, we are offering nonprofits the opportunity to establish an Endowment Fund with CFAAC with no minimum contribution required and no set-up fees.
Nonprofit Endowment Fund - Special Offer
One of the most common questions among families who are transferring wealth to future generations is “How much should I leave to my children?” Experts say the answer is as much as they are prepared to receive.
For many of us in the community, giving back is part of our DNA. We want to make sure we share our wealth and even establish a family culture of philanthropy. We find many different ways to give back—by volunteering our talent and time or through donations of money or noncash assets. When it comes to managing our larger financial contributions, there are several options and two of the most common include opening a Donor Advised Fund (DAF) or establishing a private foundation (PF). Many people come to us at the Community Foundation of Anne Arundel County (CFAAC) asking, “which is better for me?” So, let’s take a look at the differences.
Justin has the ability to intimately understand his clients unique priorities and develop effective financial plans that address their goals. He joined White Oak in 2019 as the Director of Financial Planning.
In this edition of the CFAAC Community Connector, we'll cover updates on CFAAC's community involvement, our impact, insights into 'The Great Wealth Transfer', new Funds, grant applications, upcoming events, and news for professional advisors.
