Ron Levee Legacy Fund
About the Fund
Established in 2025, the Ron Levee Legacy Fund is a Donor Advised Fund at CFAAC, created to carry forward Ron Levee’s spirit of generosity and love for community. Supported through the leadership of its advisors, the generosity of donors, and an annual golf tournament typically held each May, the fund provides a meaningful and enduring way to support causes that reflect the values Ron held dear.
Through the fund, advisors may recommend grants to nonprofit organizations of their choosing, allowing them to respond to community needs and support impactful charitable work over time. The fund is invested for long-term impact, offering a thoughtful, tax-efficient structure that ensures Ron’s legacy of giving continues to make a difference for years to come.
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. 101.
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.