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Baum Jackson Investment Group Charitable Foundation
About the Organization
The Baum Jackson Investment Group Charitable Foundation is a Corporate Advised Fund within the Community Foundation of Anne Arundel County. Established in 2012, this fund was created to support the philanthropic interests and charitable goals of the fund’s advisor(s).
This fund enables the Baum Jackson Investment Group to direct its charitable contributions toward causes and organizations that align with the values and priorities of the advisors, fostering positive impact in areas important to their mission. Through this fund, the group is able to make a meaningful difference in the community by supporting various initiatives and projects that reflect their commitment to giving back.
To learn more about Corporate Advised Funds at the Community Foundation of Anne Arundel County, click here.
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.