Leaving a Legacy

Planning your Philanthropic Legacy

Having opened a donor-advised fund means you have already made an important commitment to philanthropy during your lifetime and beyond. When thinking about your charitable legacy you intentionally plan how you want to give during your lifetime and what you want to leave behind. A GiftPact donor-advised fund not only makes it simple to give during your lifetime but makes it easy to transition your philanthropy to your next generation.

By outlining a legacy plan you are able to add successor donor representatives or establish an advisory committee who, upon your death, would assume the donor representative role. By establishing successor donor representation and outlining a legacy plan as part of our GiftPact Donor-Advised Fund Agreement, your GiftPact fund is able to receive additional money from your estate, distribute all of it to charities of your choice, or distribute some to charities of your choice and retain some for your successor representatives to continue your philanthropic legacy.

Getting started may be the most difficult part of creating your legacy plan, but once you begin, you may find that in planning gifts for others, the journey of sharing your intentions with your loved ones becomes a gift to yourself.