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Creston G. and Betty Jane Tate Fund
About the Organization
The Creston G. and Betty Jane Tate Fund is a Donor Advised Fund held at the Community Foundation of Anne Arundel County, established in 2017 to support the philanthropic interests of its advisor(s).
The fund allows the advisors to recommend grants to nonprofit organizations of their choice, directing financial support to the causes they care about most. It offers the flexibility to make charitable contributions over time, with the added benefit of growing the fund’s assets through investment. This structure empowers the fund’s advisors to support a diverse range of philanthropic priorities while optimizing their charitable giving in a strategic and tax-efficient way.
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.