Design your Legacy Plan

After your lifetime, successor advisors and charity beneficiaries can receive or manage portions of your Charityvest fund, continuing your legacy of giving.

After your lifetime, your giving legacy can continue through your named successor advisors and/or charitable beneficiaries for your account.

How to set up successor advisors and charity beneficiaries

To nominate successor advisors and charity beneficiaries to your Charityvest fund:

1. Log in to your Charityvest account, select your name in the top right-hand corner of the page to access your Profile, and click on the Legacy Plan tab.

2. Click to add individual success advisors or charity beneficiaries.

3. Decide what percentage of your total fund value you would like to allocate to each success advisor/charity.

4. Save your preferences. You can view or update this information at any time.

Who to select for your Legacy Plan

Your Legacy Plan can be a mix of individuals who will receive a transfer of charitable assets to a Charityvest fund in their name and charities who will receive grants for the causes you specify.

To add an individual successor advisor, we ask for their first name, last name, email address, and your relationship. You are able to provide additional contact information, including address and phone number. You may also include a personal note to the individual. We won't notify this person that you added them as a successor advisor until it's time for them to assume advisory privileges.

To add a charity beneficiary, we ask that you search and select from the charities in our database. You also may include the specific need for the grant (if any) and a personal note.

Timeframe of disposition

At the time of your passing, the Charityvest team will review your Legacy Plan to coordinate a DAF transfer to your chosen individual successor advisors and/or grants to your pre-populated charities.

If your preference is to disburse your balance over a period of time, you can add special instructions to your Legacy Plan accordingly.

To add disbursement frequency instructions to an individual successor advisor:

• While editing the individual successor advisor profile, click the Add additional information (optional) dropdown.

• Under Personal Note, enter your desired timeframe and details as needed.

To add disbursement frequency instructions to a charity beneficiary:

• Once you have searched and selected a charity, under the Purpose section, select the Edit button.

• From the dropdown, select Other Purpose.

• Enter your desired timeframe and details as needed.

Any additional instructions related to your Legacy Plan designation will be honored by our team as part of enacting your legacy of generosity.

Still have questions about setting up your Legacy Plan? Contact our support team via our Intercom chat or [email protected]

Naming your DAF in an estate bequest

Some donors choose to ensure further charitable intent in their estate planning documents, such as a last will or trust, by including a written bequest to the Charityvest.

Bequests are the most frequent type of planned gift made to charity. Your estate receives a charitable deduction for the full amount given, so your heirs pay no estate tax on the gift.

You can consider bequesting a percentage of your estate, specific assets in your estate, or the residual of your estate after liquidation. Here is some example language you might consider using, in consultation with a qualified estate planning advisor:

• Percentage: ”I give, devise and bequeath to Charityvest, Inc. (EIN 81-2771871), a nonprofit corporation of the State of Georgia, ____% of my estate to create or add to my Donor Advised Fund there established.”

• Specific Assets: ”I give, devise and bequeath to Charityvest, Inc. (EIN 81-2771871), a nonprofit corporation of the State of Georgia, [the sum of $____] (or) [_____ shares of ______ stock] (or) [my real property commonly known as __________________] (or) [another reasonable description sufficient for the executor], for the creation or addition to a Donor Advised Fund."

• Residual Estate: ”I give, devise and bequeath to Charityvest, Inc. (EIN 81-2771871), a nonprofit corporation of the State of Georgia, all of the residual of my estate and any residual real or personal property, upon execution by my executor, for the creation or addition to a Donor Advised Fund.”