Professional Advisor Legacy Planner e-News September 2015

Previous editions of Legacy Planner e-News can be found HERE.

The IRA charitable rollover continues to be an annual agenda item for Congress, in spite of efforts to make the legislation permanent. Robert F. Sharpe, Jr., Chairman of The Sharpe Group, and nationally recognized gift-planning expert, shares his thoughts on the rollover and its future.


SteplerJudge Stepler, a well-known local attorney and judge, passed away in December 2014, but her love of the law and the arts will live on and enable others to study and enjoy the same passions, through a new scholarship fund established in her memory by her family. The Honorable Mary Ann Stepler Memorial Scholarship Fund is now one of more than 675 component funds managed by The Community Foundation of Frederick County, and will provide scholarships for residents of Maryland who are pursuing undergraduate education in the areas of law, music, or the arts.

BalanceIn recent years, there's been no shortage of discussion on the importance of advisors raising the topic of charitable giving with clients, as they contemplate their estate and financial plans.



ItsRealYou are invited to attend the Community Foundation's annual event on November 19, 2015, 5:30 p.m. - 9 p.m. at the FSK Holiday Inn and Conference center. This year's theme, "It's REAL," will share the many ways that FY2015 grants and scholarships have made a REAL difference in people's lives. All professional advisors in our database will receive an invitation by mail, and we hope you can share in our annual celebration of making a REAL difference for countless people in Frederick County every day.

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