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Giving From Your Donor-Advised Fund: FAQs

How do I arrange a gift from my donor-advised fund during my lifetime?Layer Closed

It is possible to make gifts from your donor-advised fund either during your lifetime or when the fund terminates. For current gifts, notify your fund administrator (using the Standard Distribution Form) that you would like to make a distribution to JDRF.

How do I arrange a gift from my donor-advised fund when the fund terminates?Layer Closed

Simply contact your fund administrator and request a copy of the Change of Beneficiary Form. You can fill this in as you wish and include JDRF for a portion or all of the remainder of your fund's assets.

What are the tax implications of a gift from my donor-advised fund?Layer Closed

Because you have already relinquished control over the donor-advised fund assets and claimed an income tax charitable deduction when you made your gift to the fund, there are no tax implications of this additional transfer from the fund to JDRF.


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The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2017 VirtualGiving.com

The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Terms of Use|Sitemap|Planned Giving Content © 2017 VirtualGiving.com