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ADVISOR TOOLKIT

Helping Your Clients Achieve Their Charitable Goals

Philanthropy is a very personal decision. A professional advisor plays a critical role in helping clients realize their philanthropic objectives by listening for giving opportunities, explaining options, and suggesting solutions. Significant giving opportunities often arise when clients are making major business, personal, and financial decisions.

There are multiple ways we can partner with you and your clients:

  • Year End Tax Planning
  • Estate Planning
  • Charitable Remainder Trusts
  • Donor Advised Funds vs Private Foundations
  • Closely Held Stock
  • Sale or Disposition of Highly Appreciated Stock
  • Sale of a Business
  • Strategic Giving
  • Substantial IRA/401(k) Assets

Ways to Give:

Stock Transfer

To make a stock transfer, please use the following information: 

TD Ameritrade, Inc. Depository Trust Company (DTC) # 0188

For the Credit to TD Ameritrade Account # 937027416

Account Name: Community Foundation of Anne Arundel County - HA

 

 

 

410.280.1102

Check

Please make your check payable to the Community Foundation of Anne Arundel County, and include the name of the fund to which you are donating in the memo line. Mail your check to: 

914 Bay Ridge Road
Suite 220
Annapolis, MD 21403

Wire Transfer

To make a wire transfer, please disburse the gift amount to:

First National Bank of Omaha
16th Dodge Streets
Omaha, NE 68102
A/C of TD Ameritrade, Inc.
ABA # 104000016
A/C # 16424641

For credit to: Community Foundation of Anne Arundel County 

Account Number: 937027416

410.280.1102

Credit Card

You can make gift to any of CFAAC’s funds by making a secure credit card donation online, or call us at 410.280.1102 to provide your credit card information over the phone.

 
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Charitable IRA Rollover

If your client is 70-1/2 or older, the “Charitable IRA Rollover” provides a unique opportunity to use retirement plan assets to make a significant gift to a qualified nonprofit organization with no tax on the withdrawal. To learn more about the Charitable IRA Rollover download the Q&A.

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Endow Maryland

A Maryland state tax credit called “Endow Maryland” rewards donors who help build permanent charitable funds for local communities across the state and right here in Anne Arundel County. Endow Maryland offers a tax credit for gifts from $500 - $20,000 to permanent, endowed funds at qualified community foundations in Maryland.

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Medallion Program

We offer several investment options to our donors including the opportunity to establish Donor Advised Funds at CFAAC while having a qualified advisor continue to manage the assets and receive investment management fees.

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Access to frequently requested documents and tools:

Our knowledgeable staff is happy to meet with you and share more, please call us at 410.280.1102

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