Setting up a Bequest - donorstrust 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out Section A: Contact Information. Provide your name, preferred salutation, spouse’s name, mailing address, phone number, and email address.
3. In Section B: Fund Name / Anonymity, choose a name for your fund and decide if you want grants to be identified by your fund’s name or remain anonymous.
4. Proceed to Section C: Setting a Term-Limit. Select how long you want your donor-advised fund to last after your death.
5. In Section D: Stating Your Donor Intent, describe your charitable goals and any specific charities you wish to support or avoid.
6. Fill out Section E: Successor-Advisors by naming individuals who will manage the fund after your passing. Specify how assets will be divided if there are multiple successors.
7. Complete Section F: Beneficiaries by indicating whether you want DonorsTrust to disburse funds or if you have specific charities in mind.
8. Finally, sign and date the form in Section H to acknowledge that you understand the terms outlined in the Donor’s Guide.

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