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SAMPLE FORMS

Frequently Requested Documents and Tools

Please see below for samples of the most commonly requested forms.

If you have questions or are interested in more complex forms of giving, our knowledgeable Development Department is here to help. Contact:

  • Amy Francis, Director of Development at 410.280.1102 x 102, amy@cfaac.org
  • Claudia Nichols Cunningham, Director of Gift Planning at 410.280.1102 x 103, claudia@cfaac.org

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: 

900 Bestgate Road
Suite 400
​Annapolis, MD 21401

Wire Transfer

To make a wire transfer, please contact our Director of Finance & Operations, Taylor Milbradt at taylor@cfaac.org.

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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