900 Bestgate Road
Suite 400
Annapolis, MD 21401
410.280.1102
RECENT POSTS
4.22.24
Opening a Donor Advised Fund vs. Starting a Private Foundation--which is right for you?
For many of us in the community, giving back is part of our DNA. We want to make sure we share our wealth and even establish a family culture of philanthropy. We find many different ways to give back—by volunteering our talent and time or through donations of money or noncash assets. When it comes to managing our larger financial contributions, there are several options and two of the most common include opening a Donor Advised Fund (DAF) or establishing a private foundation (PF). Many people come to us at the Community Foundation of Anne Arundel County (CFAAC) asking, “which is better for me?” So, let’s take a look at the differences.
4.17.24
Professional Advisor Recognition Society Spotlight on Justin T. Roudiez, CFP®, ChFC®, White Oak Wealth Management
Justin has the ability to intimately understand his clients unique priorities and develop effective financial plans that address their goals. He joined White Oak in 2019 as the Director of Financial Planning.
4.4.24
CFAAC Community Connector - April 2024
In this edition of the CFAAC Community Connector, we'll cover updates on CFAAC's community involvement, our impact, insights into 'The Great Wealth Transfer', new Funds, grant applications, upcoming events, and news for professional advisors.
3.22.24
The Great Wealth Transfer: Millennials Be Prepared
Millennials, those born between 1981-1996, could experience a substantial increase in wealth—almost a five-fold growth compared to their current financial status, according to a study by WealthEngine and Coldwell Banker Global Luxury. By 2030, many millennials are expected to inherit $30 to $68 trillion (even estimates of $140 trillion) from their baby-boomer parents, marking one of the most significant wealth transfers in history.