Giving From Your Donor-Advised Fund: FAQs
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 Marshall.
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 Marshall for a portion or all of the remainder of your fund's assets.
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 Marshall.
- Contact us so we can assist you through every step.