We’re Here to Help
With more than 30 years of experience in creating and managing funds, we can help your client build a lasting, personal, and unique legacy that provides long-term community support.
Some clients have a clear vision of how they want to make a difference in the community, now as well as after they are no longer living, by supporting a favorite charity, providing scholarships, or helping their faith-based organization. But what about the clients who want to do something meaningful, yet don’t know where to start in realizing that dream? Or clients who haven’t given their legacy any thought, yet find themselves with the ability to be charitable for a variety of reasons? We can help.
Professional Advisor Council
The Frederick County Professional Advisor Council was created in 2009 to provide a resource for charitable giving, education, and networking. All certified and licensed professionals who advise on financial and legal decisions that may include charitable giving are invited to participate.
The Council exists to:
- Increase and encourage advisor referrals of clients with charitable intentions.
- Provide education about planned giving, philanthropic trends, community needs, and the Community Foundation’s services.
- Supply materials that advisors may use in discussing charitable giving with clients.
- Provide networking and educational opportunities.
Subscribe to our professional advisor digital newsletter to stay up to date on events, news and information. For more information about the council, email Becki DeLauter, Philanthropic Services Manager, at development.assoc@FrederickCountyGives.org.
Frederick County Estate Planning Council
The Frederick County Estate Planning Council promotes education and networking for professionals involved in any aspect of estate planning. Become a member and enjoy the advantages that local participation provides.
What is the Estate Planning Council?
The Frederick County Estate Planning Council (FEPC) is an interdisciplinary organization for professionals involved in estate planning. FEPC strives to foster understanding of the proper relationship between the functions of the accountant, attorney, financial planner, life underwriter, trust officer, and any other parties having to do with estate planning to encourage cooperation of the persons acting under those disciplines.
To learn more about the Estate Planning Council or membership, email development.asst@FrederickCountyGives.org.
Tools & ResourcesView More Tools & Resources
Access a variety of planned gift calculators for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.Explore Calculators
GiftLaw Pro is a comprehensive charitable giving and tax information service, updated quarterly.View GiftLaw Pro
Explore examples of language that can be used for gifts and bequests, such as will language, residuary bequest language, contingent bequest, gift or bequest or charitable remainder interest, and more.View Sample Bequest Language