A well-established plan made during your lifetime could help alleviate some of the negative impact taxes can have on assets that have grown significantly during your lifetime. A charitable bequest with a Donor-Advised Fund can benefit charities and help reduce your estate tax liability. If you are considering making a charitable gift at death, these estate planning tools can be extraordinarily useful. Before you make any changes to your estate plan, you should always consult your financial, legal and/or tax advisor.

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Donor-Advised Funds Forms Booklet

Entity Form - Used with Forms Booklet when contributing as Corporations, Nonprofits, and other Entities.

Donor-Advised Fund Performance Report

Types of Bequest Assets to Consider

  • Wills & Estates
  • IRAs, 401(k)s and Qualified Plans
  • Life Insurance
  • Charitable Remainder Trust

Benefits of a Donor-Advised Fund

  • Cost effective and easy to set up with a simple application
  • You can leave a legacy in your family’s name by naming the account (e.g., The William’s Family Charitable Fund)
  • A charitable deduction may help reduce your estate tax liability
  • We can distribute gifts over time to several of your favorite charities
  • Professional investment management from Eaton Vance, whose history dates to 1924

How to Set Up a Bequest

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Complete a Donor-Advised Fund Forms Booklet

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Change the beneficiary designation for your assets. A Sample Language to Designate the U.S. Charitable Gift Trust as the Beneficiary of Assets is available here.

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Keep original application and beneficiary designations with your estate documents and fax a copy of the application to the Administration.

To learn more, please contact Charitable Marketing at 800-836-2414.

Have concentrated stock, mature capital gains, or appreciated assets?

Get in touch to learn more about how the U.S. Charitable Gift Trust fits into your overall wealth planning strategy.

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