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LEGACY FUNDS

Legacy Funds

Build Your Legacy For Tomorrow | Impact The Community For Generations To Come

Leave a Legacy

Let your philanthropy live on for future generations. By partnering with the Community Foundation of Anne Arundel County on gift planning, you can preserve your legacy for the causes you care about. There are numerous ways to organize your future giving that are mutually beneficial to you and your favorite charitable organizations from bequests, trusts, beneficiary designation on retirement accounts to life insurance. You can also fund your vision with appreciated securities or real estate.

Estate planning with the community foundation can be accomplished in a few simple steps:

  • Meet via phone, Zoom, or in-person to begin a conversation about the goals you hope to accomplish through your philanthropy.
  • The information you share will allow us to provide you with several strategic options to consider in partnership with your professional advisor. If you do not have a professional advisor, we can help facilitate an introduction for you.
  • Conversations can be tailored according to your timetable until a plan is developed that fits your individual needs.

Every step of the way, the community foundation wants to help you fulfill your philanthropic goals now and into the future.

Whether you are an existing fund holder or are just beginning to explore your options to create a personal giving plan for you and your family, let us help. Our Director of Gift Planning, Claudia Nichols Cunningham, can work with you and your professional advisor to discuss your future charitable plan. Claudia can be reached at Claudia@cfaac.org or 410-280-1102 Ext. 103.

Frequently Requested Documents & Tools

(Tax ID # 52-2098698) 
Scroll down to view the CFAAC Philanthropic Estate Planning Webinar

Philanthropic Estate Planning Webinar

The Community Foundation of Anne Arundel County presents

TRANSFORM THE FUTURE
Build Your Legacy For Tomorrow | Impact The Community For Generations To Come

Topics include:

Presenter: Rosemary Calderalo, 21/64 Certified Advisor

Vice President of the Chesapeake Planned Giving Council, Senior National Philanthropy and Foundation Officer with the Boys and Girls Clubs of America, former Director of Gift Planning with the Baltimore Community Foundation.

CFAAC is pleased to have Rosemary Calderalo speak on gift planning. Rosemary has over 25 years of experience in the nonprofit sector in fundraising and executive leadership. Over the years, she has worked closely with financial advisors, their clients, and foundation donors in philanthropic planning on topics ranging from tax strategies to multi-generational philanthropy and planned giving. Rosemary enjoys helping clients see that they can make a difference and achieve their dreams for the world through the power of their charitable giving. Prior to her work at the Boys and Girls Clubs of America and the Baltimore Community Foundation, she held leadership positions with Habitat for Humanity of the Chesapeake, United Way’s 2-1-1 in the Hudson Valley, and the American Red Cross in New York and Connecticut. Rosemary holds a doctorate in Adult Education and Women’s Studies from Syracuse University.

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