Advisor Tools Archives - Page 3 of 4 - The Community Foundation of Frederick County

Hands form around a piggy bank next to a cutout of a family and coins.

Charitable Alphabet Soup: QCDs, CRTs, and CGAs

If you or a family member has reached the age of 70 ½, you might have heard of a tax benefit known as the Qualified … Read More

Five stacks of coins with different figures sitting atop including a family, money, taxes, a piggy bank and a plant.

Client Tax-Time Charitable Giving Questions

The year is in full swing. Attorneys, accountants, and financial advisors are asking clients to start gathering tax documents and related paperwork for 2023 tax … Read More

Four wooden dice with the numbers 2024 sit atop stacks of coins.

Fresh Start: Tips for Charitable Giving in 2024

The new year provides a perfect time to create some goals and build a plan to achieve them. It may be cliche to talk about … Read More

Two people sit at a desk holding a phone, laptop and financial documents.

Tax Smart Strategies for Year-End Giving

As we near the end of the year, many clients are exploring ways to reduce their tax burden as well as achieve their philanthropic goals. … Read More

A senior couple with alarmed looks on their faces look at a cell phone and credit card.

Protect Yourself from Fake Charities

On October 24, 2023, the Internal Revenue Service (IRS) issued a warning that donors should be aware of criminals who falsely pose as legitimate charities. … Read More