Planned Giving

Planned Giving

Giving From Your Donor-Advised Fund

Make an outright gift from your donor-advised fund OR name us as the ultimate beneficiary of the remainder in the fund.



How It Works

  • Name AgeWell Middle Tennessee as a beneficiary of your donor-advised fund (DAF).
  • Designate us to receive all or a portion of the balance of your fund on your passing.
  • The balance in your fund passes to AgeWell Middle Tennessee when the fund terminates.
  • During your lifetime you can also make grants to AgeWell Middle Tennessee from your donor-advised fund. See how a DAF works.

Benefits

  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Maintain flexibility to change beneficiaries if your needs change during your lifetime.
  • You can also direct your DAF to other charitable causes.

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