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Bond-Bernstein Giving Fund
About the Organization
The Bond-Bernstein Giving Fund is a Donor Advised Fund at the Community Foundation of Anne Arundel County, established in 2023 to offer a flexible and personalized approach for its advisor(s) to manage their charitable giving.
The fund allows its advisors to recommend grants to nonprofit organizations of their choice, enabling them to direct financial support to causes they care about. This giving vehicle provides the convenience of making charitable donations over time while allowing the fund’s assets to grow through investments. As a result, the advisors can support a broad range of philanthropic interests in a strategic and tax-efficient manner.
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.