J. Doyle Financial Literacy Foundation
About the Fund
The J. Doyle Financial Literacy Foundation 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 J. Doyle Financial Literacy Foundation was created for general charitable purposes, enabling its advisors to support causes that are meaningful to them, in alignment with their values and philanthropic priorities. While the fund is not restricted to a single cause area, its name reflects an interest in financial literacy and helping people build the knowledge to make sound financial decisions.
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.