Resources

 

Sample Fund Agreements

Starting a fund at BCF is quick and easy. All that’s necessary is a simple fund agreement and a gift to open the fund. Review our sample fund agreements below: 

Read about the administrative fees that apply to different types of funds.

Have questions about opening a fund at BCF? Please contact Rebecca Rothey at 410-332-4172 ext. 132 or by email.

 

Stock transfer instructions

  1. Direct your stock transfers to: 
    M&T Investment Group
    DTC #990
    Account Number 1014867
    Baltimore Community Foundation Gift Account
    Attn: Elisabeth Hudgens (410) 545-2776
    Please include the name of the donor
  2. Please notify BCF that the stock transfer has been requested and provide the name of the security and the number of shares transferred.
  3. If you have any further questions, please contact Philanthropic Services at (410) 332-4171
    or email us

Legal Name and Tax ID

The Baltimore Community Foundation federal tax ID number, or Employment Identification Number (EIN),
is 23-7180620.

Bequest Language

The following four types of bequests direct your gift to the Baltimore Community Foundation. You may restrict the bequest using additional language.

Percentage: 
"I devise to the Baltimore Community Foundation, a nonprofit corporation of the State of Maryland, located at 2 East Read Street, Baltimore, MD 21202, ____% of my estate."

Specific: 
"I devise to the Baltimore Community Foundation, a nonprofit corporation of the State of Maryland, located at 2 East Read Street, Baltimore, MD 21202."

(Choose one)

  1. The sum of $__________."
  2. __________ shares of stock in __________Company.", or
  3. My real property commonly known as ____________."

Residual: 
"I devise to the Baltimore Community Foundation, a nonprofit corporation of the State of Maryland, located at 2 East Read Street, Baltimore, MD 21202, all the residue of my estate, including real personal property."

Contingent: 
"In the event of the death of any of the beneficiaries, "I devise to the Baltimore Community Foundation, a nonprofit corporation of the State of Maryland, located at 2 East Read Street, Baltimore, MD 21202, ____% of my estate., (percentage, specific, or residual language as above)."

Already have a will?  You can modify your will and direct a gift to the Baltimore Community Foundation with a simple codicil. 

Sample Codicil (Will Modification):
[date] 

I, [name], a resident of the [city of Baltimore] or, County of [county], State of Maryland, declare that this is the codicil to my last will and testament, which is dated [date original signed].

I add or change said last will in the following manner:

[list with particularity all changes to the will. Reference each section number of the will and the specific language you will be affecting. Be as clear and precise as possible.]

Otherwise, I hereby confirm and republish my will dated, [date original signed], in all respects other than those herein mentioned.

I subscribe my name to this codicil this [day, e.g. 1st] day of [month][year], at [full address where signed], in the presence of [full name of first witness to codicil] and [full name of second witness to codicil], attesting witnesses, who subscribe their names here in my presence. 

___________________________________
Maker 

Attestation:
On the date last above written, [name], known by us to be the person whose signature appears at the end of this codicil, declared to us, [full name of first witness to codicil] and [full name of second witness to codicil], the undersigned, that the foregoing instrument, consisting, of [number of pages to codicil]page(s) was the codicil to the will dated, [date original signed]; who then signed the codicil in our presence, and now in the presence of each other, we now sign our names as witnesses. 

_____________________________________    
Witness

Address:
_____________________________
_____________________________
_____________________________


_____________________________________    
Witness

Address:
_____________________________
_____________________________
_____________________________

Youngsters in Patterson Park get a workout in the neighborhood’s youth soccer league.
One Step Up scholars Sherrone Ricks and Jeane’ Baker celebrate with donors Jonnie-Kay McLean and Norman Morrison.
A Baltimore City student soaks up the sun at North Bay Adventure Camp.
Enjoying the lake at Druid Hill Park. Photo by Middleton Evans.
Dreams do come true: Our Playground at Stadium Place, rebuilt by determined volunteers and generous donors after the original was destroyed by arson. The work was supported by a fund at BCF. 

BCF’s efforts through the Diversity Path will work to rebuild Baltimore’s black middle class.

Baltimore’s vibrant arts and cultural scene boasts innovative projects like the Contemporary Museum’s Mobtown Modern Music Series, which combines classical instruments, jarring visual components and DJ-style electronics into informal performances of works by modern composers. Photo by Robert McIver Photography.
Cyclists atop Federal Hill take in views of the city skyline and bustling Inner Harbor. Photo by Middleton Evans.
Collecting butterflies in the field for a nature study.
In the spring of 2009, an army of dedicated volunteers worked to rebuild Our Playground at Stadium Place, which had been destroyed by arson in September 2008. Photo by Kristine Buls.
Enjoying one of the simple pleasures of summer at a neighborhood camp.
BCF’s Human Services Path emphasizes health, aging, and family economic security.
Neighbors team up to beautify and reclaim a vacant lot.
Most Middle Grades Partnership scholars qualify for the city’s competitive high schools.
Rapid and reliable public transportation for our region is a central goal of the Central Maryland Transportation Alliance, a fund of BCF. Photo by P.A. Greene.
Children beat the heat in the waters of the Walter Sondheim Fountain at the Inner Harbor. Contributions to construct the memorial were collected through a special project fund at BCF. Photo by Will Kirk, courtesy of Homewood Photography.
Students at Great Kids Farm learn about local food production, from “seed to fork.”
Baltimore’s successful One Plus One recycling program has engaged residents in making the city cleaner and greener.
Baltimore City students and farm manager Greg Strella (far right) with the summer harvest at Great Kids Farm.
Students at Baltimore’s Friendship Academy of Engineering and Technology, one of many public charter schools helping to transform public education in our city. Photo by Stephen Jones, courtesy of Baltimore City Public Schools.
BCF’s Promoting Baltimore Path works to ensure that Baltimore continues to retain and attract citizens and businesses.
Experience-Corps Baltimore places older adult volunteers in struggling city elementary schools to serve as classroom aides, mentors, and tutors. Photograph by Michael Ciesielski, courtesy of Greater Homewood Community Corporation, Inc.

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