Big J's Fund is a Donor Advised Fund established in 2021 to provide a flexible and personalized way for its advisors to manage their charitable giving. The fund allows the advisors to recommend grants to eligible nonprofit organizations of their choice, directing financial support to causes they are passionate about.
Through this vehicle, Big J's Fund offers the convenience of making charitable donations over time, with the ability to grow the fund’s assets through investment. This enables the fund's advisors to support a wide range of philanthropic interests while maintaining a strategic, tax-efficient approach to their giving.
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:
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.