Passing it on
Whether the goal is to foster a family giving tradition or to continue supporting charities beyond one's lifetime, Gift Fund donors have options to carry on their charitable legacy and maximize income and estate tax advantages.
Successor options
Gift Fund donors can name individuals (who will become Account Holders themselves), charitable organizations or a combination of both as "successors."
Supporting charities for years with the Endowed Giving Program
If donors wish to have an ongoing giving plan take effect after their death, they can recommend that the Gift Fund make regular grants once or twice a year, for five years or more, to their favorite charities.
Naming the Gift Fund in an estate plan
Donors can further their legacy by naming the Gift Fund in their will or as a beneficiary of a qualified retirement plan, providing a tax-smart way to keep funds earmarked for charitable giving.
Speak with a representative: 800-262-6039