Estate planning and your philanthropic goals

You can provide for the well-being of your family and continue your philanthropic intentions with a thoughtful estate plan that includes a donor-advised fund account. While your estate plan typically consists of legal documents, it can also serve as a communication tool that reflects your values and leaves a lasting legacy.

A donor-advised fund account makes it easy for you to allow a surviving spouse, child, close friend, or other family member to make grant recommendations to charities you value. It also provides tax-advantaged ways to add to your account upon your death.

Working closely with tax and estate planning professionals will help you create an estate plan that is right for you, that complies with federal and state laws, and that fully considers income, estate, and gift tax consequences.