Increase Font Decrease Font

Giving From Your Donor-Advised Fund: FAQs

How do I arrange a gift from my donor-advised fund during my lifetime?

It is possible to make gifts from your donor-advised fund either during your lifetime or when the fund terminates. For current gifts, notify your fund administrator (using the Standard Distribution Form) that you would like to make a distribution to the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry.

How do I arrange a gift from my donor-advised fund when the fund terminates?

Simply contact your fund administrator and request a copy of the Change of Beneficiary Form. You can fill this in as you wish and include the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry, for a portion or all of the remainder of your fund’s assets.

What are the tax implications of a gift from my donor-advised fund?

Because you have already relinquished control over the donor-advised fund assets and claimed an income tax charitable deduction when you made your gift to the fund, there are no tax implications of this additional transfer from the fund to the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry.

Next

  • Contact us so we can assist you through every step.

Back