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Donor Advised Fund Succession Plan

What is a Donor Advised Fund: A donor-advised fund (DAF) is a centralized charitable account that enables charitably-inclined individuals, families, and businesses to make tax-deductible charitable donations of cash, publicly-traded stock, and in some cases certain illiquid assets to a public charity that sponsors a DAF program. These types of accounts have become very popular and offer several tax and planning benefits.

About DAF Succession Planning:
A Donor Advised Fund Succession Plan is an important part of the DAF owner’s estate plan and charitable legacy and involves directing the DAF sponsor how to distribute the Fund upon the owner’s (or owners’) passing. The exact options available to a DAF owner are determined by the DAF sponsor. The most common options related to designating a non-profit include:

● Naming non-profit as successor advisor to the DAF
● Naming non-profit as full or partial beneficiary of the DAF
● Endowing the DAF to issue grants to named non-profit for as long as possible

If you decide to name the IEEE Foundation as a beneficiary of your DAF, we hope you will share the good news with us. We can work with you to ensure your wishes can be fulfilled and acknowledge your generosity by inviting you to join IEEE Goldsmith Legacy League, the IEEE Foundation planned giving recognition group. You may request to remain anonymous.

For more information, or to hold a confidential discussion, please contact:
Danny DeLiberato
IEEE Foundation
445 Hoes Lane
Piscataway, NJ 08854-4141, USA
Phone: +1 732 562 5546
e-mail: d.deliberato@ieee.org

Legal Name
IEEE Foundation, Incorporated

Employer Identification Number (EIN):
23-7310664

The information on this site is for educational purposes only and is not intended as legal, tax, or investment advice. If you are considering a planned gift to the IEEE Foundation, we highly recommend you consult with your own tax and legal advisors to determine the best options for you.

IEEE Foundation

IEEE Development Office
445 Hoes Lane
Piscataway, NJ 08854, U.S.A.
Phone: +1 732-562-5349
Email: donate@ieee.org

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