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SAMPLE FORMS

Frequently Requested Documents and Tools

If you have questions or are interested in more complex forms of giving, our knowledgeable Development Department at 410.280.1102 x 103 or via email at john@cfaac.org.

Please scroll below for samples of the most commonly requested forms.

Frequently Requested Documents

The purpose of this policy is to establish criteria for accepting gifts made to the Community Foundation of Anne Arundel County (CFAAC) or to any supporting organization of CFAAC. Accepted gifts include current and deferred gifts of cash, personal property, real property, securities, life insurance and other gifts that are contributed by donors to the CFAAC. 

CFAAC Gift Acceptance Policy

CFAAC is committed to prudent investment strategies and fiscal policies which we believe will lead to the long-term growth of endowment fund principal and meet spending policy objectives. 

Investment Options

Ways to Give:

Charitable IRA Rollover

If your client is 70-1/2 or older, the “Charitable IRA Rollover” provides a unique opportunity to use retirement plan assets to make a significant gift to a qualified nonprofit organization with no tax on the withdrawal. To learn more about the Charitable IRA Rollover download the Q&A. 

Learn More

Endow Maryland

A Maryland state tax credit called “Endow Maryland” rewards donors who help build permanent charitable funds for local communities across the state and right here in Anne Arundel County. Endow Maryland offers a tax credit for gifts from $500 - $20,000 to permanent, endowed funds at qualified community foundations in Maryland.

Learn More

Medallion Program

We offer several investment options to our donors including the opportunity to establish Donor Advised Funds at CFAAC while having a qualified advisor continue to manage the assets and receive investment management fees.

Learn More

Stock Transfer

To make a stock transfer, please use 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

410.280.1102

Check

Please make your check payable to the Community Foundation of Anne Arundel County, and include the name of the fund to which you are donating in the memo line. Mail your check to: 

900 Bestgate Road
Suite 400
​Annapolis, MD 21401

Wire Transfer

To make a wire transfer, please contact our Director of Finance & Operations, Kathy Luthcke, CPA, CGMA at 410.280.1102 x 105 or via email at kathy@cfaac.org.

410.280.1102

Credit Card

You can make gift to any of CFAAC’s funds by making a secure credit card donation online, or call us at 410.280.1102 to provide your credit card information over the phone.

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