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LEGACY FUNDS

Legacy Funds

Build Your Legacy For Tomorrow | Impact The Community For Generations To Come

Leave a Legacy

Let your philanthropy live on for future generations. By partnering with the Community Foundation of Anne Arundel County on gift planning, you can preserve your legacy for the causes you care about. There are numerous ways to organize your future giving that are mutually beneficial to you and your favorite charitable organizations from bequests, trusts, beneficiary designation on retirement accounts to life insurance. You can also fund your vision with appreciated securities or real estate.

Estate planning with the community foundation can be accomplished in a few simple steps:

  • Meet via phone, Zoom, or in-person to begin a conversation about the goals you hope to accomplish through your philanthropy.
  • The information you share will allow us to provide you with several strategic options to consider in partnership with your professional advisor. If you do not have a professional advisor, we can help facilitate an introduction for you.
  • Conversations can be tailored according to your timetable until a plan is developed that fits your individual needs.

Every step of the way, the community foundation wants to help you fulfill your philanthropic goals now and into the future.

Whether you are an existing fund holder or are just beginning to explore your options to create a personal giving plan for you and your family, let us help. A member of our Development Department can work with you and your professional advisor to discuss your future charitable plan. For more information contact us via phone at 410.280.1102 x103 or email at rosemary@cfaac.org.

Frequently Requested Documents & Tools

(Tax ID # 52-2098698) 

CFAAC's Planned Giving Speaker Series:

How to Go from Overwhelmed to Empowered Through Estate Planning with Elsa Smith
Attorney Elsa W. Smith discusses the obstacles women from various backgrounds face when creating an estate plan.
 

 

Make A Will Seminar with Rosemary Calderalo
Less than half of Americans have a will. If you don’t have your own will or estate plan, the state of Maryland has one for you and it may not match your wishes or assumptions. Rosemary Calderalo presents how to get started in your planning and learn how you can also make provisions for charities in your will or estate plan. 

 

LGBTQ Estate Planning Webinar with Lee Carpenter
Attorney Lee Carpenter discussed how to speak with LGBTQ individuals without causing offense, understand how LGBTQ life experiences and planning needs may differ, and identify ways to avoid unintentional bias. 

 

Estate Planning and Philanthropy with Christine W. Hubbard
Probate Attorney Christine Hubbard lead participants in this interactive webinar, explaining the fundamentals of estate planning and how to build philanthropic giving into their estate plan in the most tax efficient way. Discussing estate planning basics and strategies, current and proposed tax laws, incorporating Donor Advised Funds into estate plans, and setting philanthropic goals. 

 

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