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Making choices about personal philanthropy as part of putting together one's estate plan is not always an easy task. Many worthwhile needs and opportunities exist, and new ones are constantly on the horizon. It is comforting to know that the mid shore has lots of professional advisors who are highly skilled in helping individuals and families reach their charitable objectives.
Likewise, the Mid-Shore Community Foundation has been privileged to partner with these many attorneys, accountants, trust officers, financial planners, insurance agents, and other advisors over the years to bring clients' short-term or long-term goals to fruition. The "community foundation option" has been an attractive one across the country for nearly nine decades - both in the tax-planning benefits it offers, as well as its simplicity and effectiveness.
We always want to be a resource to the professional advisor community. Our staff is experienced and places the highest premium on prompt responses, integrity and confidentiality. Please call on us at any time, 410/ 820-8175. To access more specific issues and ideas on the Foundation's role in the charitable estate-planning process, please click below.
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