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

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

A view of financial documents and glasses on a desk with two people in the background looking at a laptop computer screen.

Why Charitable Gift Annuities are Rising in Popularity

Charitable gift annuities (CGAs) are becoming more attractive to philanthropists, making this planned giving vehicle a good fit for individuals who like the idea of … Read More

Backup Plans Important in Building a Legacy

We have backup plans for everything – we buy insurance when we book a vacation just in case weather makes travel impossible, we use Waze to help us navigate so we have a backup route if there is an accident, and we apply to several colleges so if the first choice doesn’t work out, we have other options. Having a backup plan is an important part of being prepared for all the hurdles life throws at us.