Advisor Tools Archives - The Community Foundation of Frederick County

A woman in pink sits in the middle of a group holding a piece of paper. Several people of various ages sit around her smiling also looking at the paper in her hands.

Generational Shifts: Fulfilling Clients’ Charitable Wishes

Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans … Read More

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“If This, Then That”: Scenarios to Consider as Tax Time Approaches

As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. This makes it a great … Read More

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For Clients Who Love Local Causes, The Community Foundation of Frederick County is the Place

Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, including … Read More

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At a Loss for Words? Tips for Starting a Charitable Giving Conversation

Attorneys, CPAs, and financial advisors certainly are not strangers to tough questions. Indeed, the mix of money, family, and mortality is a potent combination that almost … Read More

Event Tickets: Beware of the Split

Many of your philanthropy-minded clients certainly enjoy attending fundraising events for their favorite charities. Especially as community events start ramping up this fall, you’ll want … Read More