Planning Resources Archives - Page 6 of 7 - The Community Foundation of Frederick County

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

A jar of coins sits on the table next to a red heart.

5 Reasons to Make a Gift this Year

With a season of giving upon us, we explore five reasons many individuals and families choose to make charitable gifts. It just feels good Did … Read More

A document titled "Last Will and Testament" sits on a table with reading glasses and a pen.

National “Make a Will” Month: Reminding Clients About Wills, Trusts and Charitable Bequests

August is National Make a Will Month, and the publicity surrounding this designation may prompt your clients to ask you about whether their affairs are … Read More

A close up of hands holding a pen and magnifying glass looking at a financial document.

Secure Act 2.0’s Impact on Charitable Giving, Retirement Planning

Late last year, the Setting Every Community Up for Retirement Enhancement Act of 2022 (SECURE Act 2.0) was signed into law. The law builds upon … Read More