news for professional advisorsHelping Younger Clients Plan Their Charitable GivingDeveloping a thorough estate plan isn’t important only for Baby Boomers and Gen Xers. Millennials, who now make up nearly a quarter of the population in the United States, may prove to be more enthusiastic planners than their parents and grandparents, according to the 2022 Estate […]
news for professional advisorsPlanning for Retirement and Giving to CharityRetirement planning no doubt is an important discussion topic during client meetings every year. In recent months, though, you may have observed an uptick in clients’ questions about their plans for retirement, perhaps related to: Required minimum distributions (“RMDs”) from qualified retirement plans, including questions prompted […]
news for professional advisorsPlaybook: Helping clients organize their giving through a donor-advised fund Your clients will arrive in 15 minutes. You’re reviewing the file. Everything is in order. The estate planning documents are up to date, you’re ready to share the latest investment results, and you are prepared to debrief the 2021 tax season and […]
Ring in the Holidays 2026
Fredericksburg’s holiday tradition is back!
Join the Community Foundation for Ring in the Holidays 2026, a beloved celebration that brings our community together while supporting the Foundation’s work to strengthen our region.
Whether you’re looking to attend, sponsor, or learn more, we’d love to have you be part of this special evening.
Learn More About Ring in the Holidays
Celebrate the season. Support our community. Make a difference.
