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Community Foundation of Southern Maryland

The CFSOMD Professional Advisor Council

  • (the following have assisted with the advancement of the CFSOMD):
  • The Greer Law Firm
    200 Howard Street, La Plata, MD 20646
    Phone: 301-934-7988/301-753-8444
    lawyers.com/greer-law
    www.suegreerlaw.com
  • Kimberly J. Rosenfield, CFP, CRPS
    Financial Advisor
    Morgan Stanley Wealth Management
    3825 Leonardtown Road, Suite 6, PO Box 880, Waldorf, MD 20604
    Toll Free: (800) 992-3194
    Direct: (301) 396-3189
    Fax: (301) 645-1332
    Kimberly.Rosenfield@morganstanley.com
    morganstanleyfa.com/rosenfield
  • Robert Burke Law Firm 
    300 Charles Street, P.O. Box 2283, La Plata, Maryland 20646 
    Phone: 240-349-2768
    robert.burke@robertburkelawfirm.com
    Estate planning, medicaid planning, elder law, legacy planning, probate, trust administration, deed preparation, special needs trusts, and more. We are also knowledgeable in real estate law, and business and contract law.
  • Brian W. Ritter, Jr., Esq.
    Estate Planning, Probate & Elder Law Group
    Ferrante & Dill LLC
    141 Main Street, Suite 200, Prince Frederick, MD 20678
    Phone: 410.535.6100
    britter@ferrantedill.com
    www.ferrantedill.com
  • Joann M. Wood
    The Law Office of Joann M. Wood, L.L.C.

    23087 Three Notch Road, P.O. Box 70, California, MD 20619
    Phone: 301-737-8882
    Fax: 301-862-2001
    jwood@joannwoodlaw.com
  • Shelley R. Culhane, Esq.
    Chapmam & Bowling, LLC
    Wills, Living Wills, Contested Wills, Inheritance, Guardianship, Power of Attorney
    P.O. Box 610, 112 La Grange Avenue, La Plata, MD 20646
    Phone: 301-934-9969
    Fax: 301-934-7999
  • Georgeanne Aist,
    Wealth Planning Specialist

    2 Industrial Park Dr., Ste. F1 Waldorf, MD 20602
    Direct: 410-703-6263
    Fax: 703-287-1568
    AistWealth.com
  • Matt Mudd, CPA
    Burroughs, Moreland & Mudd, CPA, P.A.

    P.O. Box 127, 29948 Three Notch Road,
    Unit 7, Charlotte Hall, MD 20622
    Phone:301-884-4641
    Fax: 301-884-4699

 

Resources

Information for Professional Advisors

Why Refer us to your client?

Community Foundations often work closely with financial planners, attorneys, bankers and life insurance representatives to help their clients develop a giving approach that matches their personal interests and tax planning needs.

The CFSOMD can help by:

  • Integrating charitable giving with estate and financial planning;
  • Facilitating anonymous giving;
  • And assist with complex gifts.

For those individuals who want to give, but don’t know the community’s greatest needs, the Community Foundation of Southern Maryland can provide answers and guide individuals to the organizations or causes seen as the top priority by members of the community.

For those individuals who already contribute to specific causes, the Community Foundation of Southern Maryland can provide options to make sure their contributions will last into the future.

Ways To Give

  • Appreciated Securities
  • Assets of private foundations
  • Cash
  • Charitable IRA Transfers
  • Life Insurance
  • Planned Gifts
  • Real Estate or Personal Property

Types of Funds

Unrestricted Fund
Used to support CFSOMD’s annual grantmaking. There are no restrictions on its use, but typically follows grant guidelines.

Ideal for: Bequests, CFSOMD’s board and friends, donors who want to give back to his/her community but not be directly involved.

Field of Interest Fund
Dedicated to a specific cause or "field" of grantmaking (e.g. arts, youth, education, environment). Allows CFSOMD to make grant decisions per fund agreement.

Ideal for: Bequests, CFSOMD board and friends, donors who are committed to certain causes but not specific nonprofits.

Donor Advised Fund
Like a private family foundation, allows donors to make grants from his/her fund. Final approval rests with CFSOMD. Successor advisors okay if included in fund agreement.

Ideal for: Donors who want to help decide on grants, but don’t want the hassle of setting up their own private foundation.

Scholarship Fund
Educational or vocational scholarships for area youth. Follows CFSOMD scholarship process and guidelines. Donor may participate in process, but can’t make final decision alone.

Ideal for: Bequests, donors who want help administering a scholarship program.

Designated/Organization Fund
Established by a donor to benefit a specific nonprofit. Can also be set up by a nonprofit to benefit itself. Funds are used solely to support named NPO beneficiary.

Ideal for: Bequests, nonprofit organizations and their board members, donors who are committed to helping a specific nonprofit.

Supporting Organization Fund
A separate 501 c 3 nonprofit under the umbrella of the Community Foundation. The CFSOMD must nominate 51% of this organization’s board; donor may nominate the rest.

Ideal for: Donors (for their professional advisors) who want more control and are willing to pay the extra set up charges.