Advisor Toolkit
If you have questions or are interested in more complex forms of giving, our knowledgeable development team is happy to meet with you and share more:
Mary Spencer, President & CEO
Mary@cfaac.org, 410-280-1102 ext. 101
Jennifer Lagrotteria, Director of Philanthropic Resources
jen@cfaac.org, 410-280-1102 ext. 102
John Rodenhausen, Director of Gift Planning
john@cfaac.org, 410-280-1102 ext. 103
Advisor
Endowment Calculator
Our Endowment Calculator is a useful tool for donors and advisors to project the growth and potential grantmaking capacity of an endowment over time.
IMPORTANT: The results provided by the Endowment Calculator are intended for illustrative purposes only and are not guaranteed. The illustration should not be relied upon nor deemed as endowment fund advice. The investment projections, outcomes and other information generated by the Endowment Calculator are hypothetical in nature, are based on the Community Foundation of Anne Arundel Counties investment goals and policies, and may not reflect actual investment results. Results may vary with each use and over time, and they are not guarantees of future results. Projections assume annual return of 7%, supporting fees of 1.00% and an annual distribution rate of 4.0%. Supporting fees vary by fund. No market value averaging formula is being used. Formulas assume one distribution per year.
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.