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Beegle Family Fund

About the Organization

The Beegle Family Fund is a Donor Advised Fund DAF established in 2021 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 Beegle Family Fund was created with the goal of enabling the advisors, the Beegle family, to contribute to causes that are meaningful to them, 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 (QCD) from an IRA, or a variety of planned gifts. For more information, please email John@CFAAC.org or call 410-280-1102 ext. 103.

Should you wish to make a non-cash donation, CFAAC accepts gifts of appreciated stock for the benefit of this fund. To initiate this transaction, contact your broker with the number of shares of each security you wish to give. All gifts of stocks and bonds which are “DTC Eligible” can be transferred to CFAAC using the information below:

  • 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.

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