Anne Arundel Estate Planning Council Fund
Join or Sponsor Today
About the Fund
Anne Arundel Estate Planning Council (AAEPC) was created by a group of tax, legal, insurance, and financial advisors to provide a forum for local wealth planning professionals from various disciplines to exchange ideas and build relationships. AAEPC hosts educational and networking events for advisors each year, offering opportunities for its sponsors to gain exposure to Anne Arundel County’s leading estate planning professionals.
The AAEPC functions under the 501(c)(3) umbrella of the Community Foundation of Anne Arundel County.
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.
