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 AgeWell Middle Tennessee.
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 AgeWell Middle Tennessee 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 AgeWell Middle Tennessee.
BackYou can plan a gift that will not affect your cash flow.
Take advantage of appreciated securities, avoid tax.
Make a significant gift, no matter the size of your estate.
Donate double-taxed assets and leave more to family.
Make a gift from your DAF, or name us a beneficiary.
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.
Michele Harrell, Development Director
mharrell@agewelltn.org
615-353-4235
The gift planning information presented on this Planned Giving website of AgeWell Middle Tennessee is not offered as legal or tax advice.
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