Donor-Advised Fund Succession Planning

You put a great deal of forethought and planning into establishing your DAF. Take advantage of the opportunity to continue your impact in the future through careful succession planning.

Check with your DAF sponsor to explore:

Naming a successor advisor for your DAF.
Establishing a program of recurring grants until the fund is zeroed out.
Directing the remainder balance via beneficiary designation to an organization like the University of Utah.

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Donor-Advised Fund Succession Planning

Because of you, we imagine more, and we do it. Let’s make the difference together.