The CFSOMD Professional Advisor Council
- (the following have assisted with the advancement of
- The Greer Law Firm
200 Howard Street, La Plata, MD 20646
- Kimberly J. Rosenfield, CFP®, CRPS®
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
Burke Law Firm
300 Charles Street, P.O. Box 2283,
La Plata, Maryland 20646
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
The Law Office of Joann M. Wood, L.L.C.
23087 Three Notch Road, P.O. Box 70, California, MD 20619
R. Culhane, Esq.
& Bowling, LLC
Wills, Living Wills, Contested Wills, Inheritance, Guardianship, Power
P.O. Box 610, 112 La Grange Avenue, La Plata, MD 20646
Wealth Planning Specialist
2 Industrial Park Dr., Ste. F1
Waldorf, MD 20602
Burroughs, Moreland & Mudd, CPA, P.A.
P.O. Box 127, 29948 Three Notch Road,
Unit 7, Charlotte Hall, MD 20622
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.
can help by:
- Integrating charitable giving with estate and
- 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
- 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
- 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
Ideal for: Donors (for
their professional advisors) who want more control and are willing to
pay the extra set up charges.