Donor Advised Fund Instructions for Successor Advisors, Future Use

Up to one generation of successor advisors may be named from a  Donor Advised Fund. This is not a requirement; but if it is important to you to pass along the granting role that you have enjoyed to children or other loved ones, then you are welcome to name successor advisors (PDF, 60KB). You determine the ultimate purpose once the advising period ends. The Fund may become discretionary, field of interest or designated.