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Stock Monday: A Smart, Tax-Wise Way to Support CFAAC

December 1

Stock Monday: A Smart, Tax-Wise Way to Support CFAAC

Did you know that you can help grow CFAAC’s Community Leadership Fund by donating stock?

It’s one of the most tax-wise ways to give — and one of the easiest. By donating appreciated stock, you can potentially reduce your taxes, increase the value of your charitable gift without any extra cost to you, and make a meaningful difference for our community. Talk about a win-win-win!

Why consider giving stock?

• You may avoid capital gains taxes on appreciated securities.
• You may receive a charitable income tax deduction for the full fair-market value of your gift.
• Your contribution can go even further to support CFAAC’s mission and the Community Leadership Fund.
• It’s fast, secure, and often easier than people expect.

Stock gifts are straightforward.
To qualify for a 2025 tax deduction, please initiate gifts of appreciated stock by December 19, 2025 so there’s enough time for processing before the December 31 deadline.

To initiate a transfer:

1. Contact your broker with the number of shares of each security you wish to give.

2. Ask your broker to transfer “DTC Eligible” stocks or bonds using the following information:

• Pershing, LLC Depository Trust Company (DTC) #0443

• For the credit to: Pershing, LLC #4S2117401

• Account name: The Community Foundation of Anne Arundel County

3. Before initiating a transfer, please notify Kathy at Kathy@cfaac.org or 410-280-1102 x105 with the type of security and the fund you’d like to support. This ensures your gift is processed accurately and promptly.

LEARN MORE ABOUT THE BENEFITS OF STOCK GIVING & HOW TO DONATE HERE

Mark your calendar: Stock Monday is December 1!

Join others across our community who are giving the powerful gift of stock to strengthen local nonprofits and create lasting impact.

 



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