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. A donor-advised fund account 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 a plan that is right for you, complies with federal and state laws, and fully considers income, estate and gift-tax consequences.