Legacy
Establishing a giving account is the first step toward creating a charitable legacy and can extend your giving for years to come.
Give Together With Family and Friends
A giving account can help you cultivate a charitable giving tradition in your family and carry it on beyond your lifetime with the naming of additional donor/grant advisors and/or successor(s).
Additional Donor/Grant Advisor(s)
Family or friends can participate in a charitable account and enjoy the same privileges as a primary donor-advisor.
Successor Grant Advisor(s)
You can name successors to assume rights to your account upon the death of all active donor/grant advisor(s) or spilt the account between successors establishing new accounts in their names.
Honor Your Favorite Charity
Add a Beneficiary Organization
You can name one or more qualified charitable organizations as the recipient of account assets upon your death. You choose the percentage of assets to be distributed to each named beneficiary.
Create a Charitable Legacy Plan
Fill in and submit the attached form to establish a charitable legacy plan to request distributions of charitable assets after the death of the last remaining donor-advisor. Triggered by the surviving donor-advisor’s passing, plans can include beneficiary organizations, the account duration time, and the annual distribution percentage.
Consider naming your giving account as a beneficiary of testamentary contributions from your financial accounts, will, insurance policy, or trust.