For Professional Advisors

Professional advisors hold a unique position in assisting clients with their charitable giving through preparing financial and estate plans with charitable provisions and drafting documents to create and manage philanthropic funds. They also provide technical expertise to the Community Foundation of Washington County MD.

The Community Foundation in turn helps financial advisors by:

  • Educating clients about methods of charitable giving.

  • Customizing giving to match personal interests and tax planning needs.

  • Facilitating complex forms of giving.

  • Sharing knowledge of needs in the community.

  • Offering grant making expertise and administrative services.

  • Helping clients create personal legacies through named funds.

  • Offering involvement in recommending uses of a gift.

  • Providing the option of giving anonymously.

The following financial information is available upon request:

  • Names of our Investment Committee Members

  • Names of our Investment Managers

  • Investment and Administrative Fees

For your clients

Throughout the year, we hold free wills and estate planning seminars. Each session takes place in the evening and lasts for about an hour. Topics include the basic components of a will and other important end of life documents. Or, view our Planned Giving page for current details.

Please contact us at (301) 745-5210 for more information.

Creating a Legacy

It’s thanks to our gracious donors that we are able to provide for the hundreds of causes and scholarships each year. Local community foundations like ours allow us to preserve a bright future for our friends, families, and neighbors for generations to come. If you’re ready to donate, we’ll help you make the biggest impact with your funds.

Call us to learn about our funding opportunities or how we can help connect you to a larger endeavor.