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OFFICE USE ONLY FUND ID DATESUCCESSION PLAN Form authorize future plans for a DonorAdvised Fund NAME OF FUND:Succession Options The Foundation encourages Fund Signers1 to create succession plans to

How to fill out donor advised fund succession

How to fill out donor advised fund succession

1. Decide on the successor(s) for your donor advised fund.
2. Contact your donor advised fund administrator or financial institution to inform them of your chosen successor(s).
3. Provide any necessary documentation or forms required by the administrator for the succession process.
4. Review and finalize the succession plan with the administrator to ensure all details are in place.
5. Monitor the progress of the succession plan to ensure a smooth transition of your fund to the successor(s).

Who needs donor advised fund succession?

1. Individuals who have donor advised funds and want to ensure their philanthropic legacy and values are continued after their passing.
2. Beneficiaries who have been chosen to take over a donor advised fund and need to know the steps involved in the succession process.

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What is donor advised fund succession?

Donor advised fund succession refers to the process through which the management and advisory capabilities of a donor advised fund are transitioned to a successor or group of successors, usually upon the death or incapacitation of the original donor.

Who is required to file donor advised fund succession?

Typically, the organization managing the donor advised fund requires the individuals designated as successors to file the necessary documentation for succession, which may include the original donor's family members or other appointed individuals.

How to fill out donor advised fund succession?

To fill out donor advised fund succession forms, you must provide details such as the name of the original donor, names of the successors, their contact information, and any specific instructions regarding the fund's assets and distribution.

What is the purpose of donor advised fund succession?

The purpose of donor advised fund succession is to ensure the continuity of philanthropic goals and contributions to charitable organizations after the original donor's engagement with the fund ceases.

What information must be reported on donor advised fund succession?

The information that must be reported typically includes the names of successors, their relationship to the original donor, details about the fund's assets, and any guidance on future contributions and distributions.