Your donor advised fund may be used to establish a legacy of giving that will last for generations. If you would like assistance developing a succession plan that meets your long-term philanthropic objectives,
please call us for a consultation.
Upon the death of all Fundholders, Successors assume all privileges conferred upon the Fundholder(s), including recommending grant distributions and asset allocations, adding and removing people from the fund, and designating Successors.
NOTE: The information on this form
supersedes all previous designations.
If you are making changes to your current succession plan or removing successors from your fund, all Fundholders are required to sign this form.
