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Giving From Your Donor-Advised Fund: FAQs

How do I arrange a gift from my donor-advised fund during my lifetime?Layer Closed

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 their Standard Distribution Form) that you would like to make a distribution to Vassar.

How do I arrange a gift from my donor-advised fund when the fund terminates?Layer Closed

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 Vassar for a portion or all of the remainder of your fund's assets.

What are the tax implications of a gift from my donor-advised fund?Layer Closed

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 Vassar.


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Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.

Jeremy Goldberg, Assistant Director of Estate Gift Planning
jeremygoldberg@vassar.edu
845-437-5429

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