How Your Donor-Advised Fund Succession Plan Can Help Animals!

A legacy can involve many things: the values we share with loved ones, the example we strive to set for others, the ways we’d like to be remembered, the actions we take every day to make the world a better place, and the gifts we make during and after our lifetime. Helping to create a future in which no animal will be exploited for experiments, food, clothing, or entertainment is a truly worthy legacy.

Giving through a donor-advised fund (DAF) is a compassionate and generous way to advocate for animals and begin creating your legacy now. With a DAF, you’ll have many choices about how to invest your assets for the maximum impact for animals—and you’ll also have the option to decide how your remaining funds will be used after your lifetime with a succession plan. Without such a plan, the sponsor of your fund could make this decision for you—and might support causes that don’t align with your values or your legacy.

Are you ready to make a succession plan for the balance remaining in your DAF at the end of your lifetime? Do you know where that money will go, who will decide how it’s used, and whether it will be distributed immediately or over time?

A succession plan will give you maximum flexibility—you’ll be able to update your beneficiaries as you wish, and you won’t need to update your will or another estate plan. Creating both a current plan and a future succession plan for your DAF will allow you to see your support in action now and offer a flexible, meaningful way to ensure you’ll have an impact for animals after you’re gone.

Download this helpful brochure to learn more about the various types of DAF succession plans and determine which option will best fit your philanthropic goals while creating a kinder future for animals.