Final distribution of contributions remaining in a donor-advised fund is governed by the contract you completed when you created your fund. Please consider naming Habitat as a successor of your account. Alternatively, you can name us as the successor for a portion of the account value, leaving the remaining portion for your heirs.
As with all gift planning, you should consult with your tax advisor and lawyer to determine what planned gift strategy is best for your current tax situation and income requirements. Consulting estate-planning professionals will ensure that your wishes to make a lasting impact will be fulfilled.
Your giving toolkit
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Gifts from donor-advised funds
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Sample language for your will
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Sample beneficiary designation
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For trustees and advisors
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Gift calculator
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IRA giving tool
I’m here to help!
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Bryan Landry
Senior Director, Planned Giving
plannedgiving@habitat.org
Toll free phone: 833-434-4438