Here are some resources and tools that will help assist you and your clients to better understand charitable giving options at the Community Foundation:
Please contact Kathleen Lowenthal, Development Officer.
703 879 7643 kathleen.lowenthal@cfnova.org
Standing at the forefront of one of the most significant financial transitions in history, we are helping our clients navigate the unprecedented wealth transfer of an estimated $84 trillion from baby boomers and the silent generation to their descendants over the next two decades. This historic shift presents a unique opportunity to discuss charitable giving as part of our clients’ long-term plans. As our clients retire and shape their legacies, we encourage them to pay close attention to IRAs and other retirement assets as key components of philanthropy.