The CM Fund
About the Fund
The CM Fund is a Donor Advised Fund held at the Community Foundation of Anne Arundel County, established in 2025 to support the philanthropic interests of the fund advisor(s).
This fund allows the advisor(s) to recommend grants to nonprofit organizations while maintaining donor anonymity, providing meaningful financial support to causes that matter most to them. It offers the flexibility to make charitable contributions over time while allowing the fund’s assets to grow through investment, empowering thoughtful, strategic, and tax-efficient philanthropy.
Make a Tax-Smart Impact
Many people like you are making tax-smart donations with appreciated stocks and bonds, qualified charitable distributions (QCDs) from an IRA, or a variety of planned gifts. For more information, please email our Director of Gift Planning, Thomas Perkins, at TPerkins@CFAAC.org or call 410.280.1102 x 103.
CFAAC also accepts gifts of appreciated stock for the benefit of this fund. To initiate a stock transfer, contact your broker with the number of shares of each security you wish to give. All gifts of stocks and bonds that are “DTC Eligible” can be transferred to CFAAC using the information below:
- Brokerage: 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.