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. Or, 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
Gifts from donor-advised funds
Sample language for your will
Sample beneficiary designation
For trustees and advisors
Gift calculator
IRA Giving Tool
I'm here to help

Bryan Landry
Senior Director, Planned Giving
plannedgiving@habitat.org
Toll Free Phone: 833-434-4438