The Frank and Susan Chaney Foundation is a Donor Advised Fund held at the Community Foundation of Anne Arundel County, established in 2009 to provide a flexible and personalized approach to charitable giving for its advisor(s).
The fund allows the advisors to recommend grants to nonprofit organizations of their choosing, directing financial support to the causes they are most passionate about. It offers the convenience of making charitable donations over time while also allowing the fund’s assets to grow through investment. This structure 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.