2021 CFAAC Annual Report - Report - Page 19
You might want to include family members in
these discussions and consider developing a
family mission statement or vision for
charitable giving together. Many families find
doing this to be a very meaningful experience.
Working with the philanthropic advisors at
CFAAC can help you simplify the process of
charitable giving as part of your estate plan.
You may choose to open a Donor Advised
Fund now and give to charities locally or
anywhere in the country in your lifetime, and
then continue the fund with a gift from your
estate. You can also choose to set up an
agreement for a fund that would only be
activated upon your death. CFAAC offers
flexible and individualized fund agreements
that allow you to name successor advisors to
your fund or to designate it for grants to
specific charities. CFAAC’s role then becomes
the steward of your intentions, and if
endowed, extends as your voice in perpetuity.
Working
with
advisors
at
simplify
the
the
CFAAC
process
philanthropic
can
of
help
you
charitable
giving as part of your estate plan.
Ways to give are varied and flexible, from gifts
of cash to stock, real estate, IRAs, life
insurance, retirement accounts, trusts, and
more. There are also options for setting up a
planned gift that will pay you income for life,
such as a charitable gift annuity. Your advisor
can help you assess which choices have the
best tax advantages for your particular
situation.
WWW.CFAAC.ORG
To tailor a plan for your specific needs, reach
out for a consultation with CFAAC or invite
us to join a meeting with your professional
advisors. Consultations are always completely
confidential, free, and without any obligation
to a commitment. We are here to support you
and your family by expanding your knowledge
of giving options and assisting with
identifying and implementing your goals for
charitable giving. If you answered the
questions listed earlier, you are probably
already seeing causes that you are passionate
about and a vision for how you’d like the
world to be. Working together, we can help
you transform the future. Take the next step.
Contact Rosemary Calderalo at 410.280.1102,
ext. 103 or rosemary@cfaac.org.
Rosemary Calderalo, Ph.D., CFAAC’s
Director of Gift Planning, works with
donors and their families as they
explore options for charitable giving.
She is available to work with you and
your professional advisor, answer
questions you may have about planned
giving, and discuss the many ways you
can help your favorite charities while
achieving a lasting philanthropic legacy
in the community.
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