2025 CFAAC Annual Report - Report - Page 47
47
DONATE FROM YOUR DAF
DONATE STOCK
WIRE TRANSFER OR MUTUAL FUNDS
Already set aside funds for giving? Put them
to work right here in our community. If your
Donor Advised Fund is held at CFAAC, initiate
a grant through our online grant portal. Funds
held at another institution can also direct grants
to CFAAC.
Turn investment gains into community good.
Donating appreciated stock can eliminate capital
gains while directing more of your wealth toward
the causes you care about most. EIN 52-2098698
A straightforward way to move larger gifts with
meaningful, lasting purpose. Transfer funds or
donate mutual fund shares directly into a fund
at CFAAC.
CONTACT
CONTACT
EIN 52-2098698
Kathy Luthcke, Dir. of Finance & Operations
kathy@cfaac.org • 410.280.1102 x 105
Kathy Luthcke, Dir. of Finance & Operations
kathy@cfaac.org • 410.280.1102 x 105
OTHER NON-CASH ASSETS
ENDOW MARYLAND
PARTNER INVESTMENT PROGRAM
The things you have built and collected over a
lifetime can become a gift to your community.
Real estate, artwork, vehicles, and undeveloped
land can all be donated, subject to review under
CFAAC’s Gift Acceptance Policy.
Make your generosity go further, establish or add
to an endowed fund and earn a 25% Maryland
state tax credit. Limited credits available.
Open a fund at CFAAC while your trusted
advisor continues to manage your assets and
retain investment management fees — your
philanthropic impact grows without disrupting
the relationships that matter to you.
CONTACT
CONTACT
Kathy Luthcke, Dir. of Finance & Operations
kathy@cfaac.org • 410.280.1102 x 105
Jennifer Lagrotteria, Dir. of Philanthropic Resources
jen@cfaac.org • 410.280.1102 x 102
CONTACT
Kathy Luthcke, Dir. of Finance & Operations
kathy@cfaac.org • 410.280.1102 x 105
CHECK
BENEFICIARY DESIGNATION GIFTS
One of the simplest and most lasting acts of
generosity you can make. Name CFAAC or one
of its funds as a beneficiary of your IRA, 401(k),
403(b), pension, or life insurance policy, and
ensure your values live on long after you do.
CONTACT
Thomas Perkins, Dir. of Gift Planning
tperkins@cfaac.org • 410.280.1102 x 103
Make your check payable to the CFAAC, note
the fund name on the memo line, and mail to:
900 Bestgate Rd., Suite 400, Annapolis, MD 21401
CRYPTOCURRENCY
Donate crypto through Crypto For Charity,
avoid capital gains taxes, and put your digital
assets to work for your community.
cfaac.org/ways-to-give
LEAVE A LEGACY
How can you make the most meaningful impact
with your life’s assets? A bequest or charitable
trust ensures the causes closest to your heart
continue to be supported for generations to come.
Our team will help you find the right approach.
CONTACT
Thomas Perkins, Dir. of Gift Planning
tperkins@cfaac.org • 410.280.1102 x 103
