900 Bestgate Road
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Annapolis, MD 21401
410.280.1102
RECENT BLOGS
3.2.23
Giving a Business to Charity: Stack the Odds in Your Client’s Favor
As an advisor to business owners—and collaborating with CFAAC—you can help your clients leverage potential future liquidity events to support the community causes they care most about.
3.2.23
Staying Connected to Causes Through Designated Funds, Field of Interest Funds, and QCDs
Most attorneys, accountants, and financial advisors are well aware of Donor Advised Funds and the reasons behind their popularity. When a Donor Advised Fund is established at the Community Foundation of Anne Arundel County, this vehicle is an excellent way for your clients to organize their charitable giving and become more connected to the causes they care about.
2.1.23
A must-know: Reviewing the QCD
You’ll recall the buzz at the end of 2022 when Congress passed sweeping omnibus legislation that included a version of the long-awaited Legacy IRA provisions that expand a tool called the Qualified Charitable Distribution, or QCD. A QCD is a financially-savvy way for your clients to support the charities they care about.
2.1.23
It’s not too early for spring cleaning: Make this the year to help clients get organized
If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this may be a good time to take proactive steps to avoid being in this same spot next year.