McGuinness Smith Fund
Support the Fund
About the Fund
The McGuinness Smith Fund is a Donor Advised Fund (DAF) established in 2026 to support the philanthropic interests and charitable initiatives of its advisors.
A Donor Advised Fund is a flexible and tax-advantaged vehicle that allows individuals or families to make charitable donations, receive immediate tax benefits, and then recommend how the fund’s assets are distributed to qualified nonprofit organizations over time.
The McGuinness Smith Fund was created with the goal of enabling its advisors to contribute to causes that are meaningful to thfem, in alignment with their values and philanthropic priorities.
Make a Tax-Smart Impact
Many people like you are making tax-smart donations with appreciated stocks and bonds, qualified charitable distributions (QCDs) from an IRA, or a variety of planned gifts. For more information, please email our Director of Gift Planning, Thomas Perkins, at TPerkins@CFAAC.org or call 410.280.1102 x 103.
CFAAC also accepts gifts of appreciated stock for the benefit of this fund. To initiate a stock transfer, contact your broker with the number of shares of each security you wish to give. All gifts of stocks and bonds that are “DTC Eligible” can be transferred to CFAAC using the information below:
- Brokerage: Pershing, LLC
- Depository Trust Company (DTC) #0443
- For the credit to: Pershing, LLC #4S2117401
- Account name: The Community Foundation of Anne Arundel County
PLEASE NOTE: Donor names are rarely provided when securities are transferred electronically. To ensure your gift is correctly allocated, please email Kathy@CFAAC.org with the gift amount and the name of the fund your gift will support.