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Giving From Your Donor-Advised Fund: The Details

Is this gift right for you?

You can establish your own Donor-Advised Fund through the Roman Catholic Foundation of Eastern Missouri. Please contact us for more information.

You can also make a gift of the remainder from your donor-advised fund if…

  • You have established a donor-advised fund.
  • You prefer to make a gift to us through your estate plan.
  • You want to use assets that you have already designated for charity during your lifetime.
  • You want to maximize what goes to heirs from your remaining estate.

Over the last several years, donor-advised funds at Fidelity Charitable Gift Fund, Schwab Charitable, Vanguard Charitable and other charities have exploded in popularity. If you have made charitable gifts to a donor-advised fund, you have already designated those assets for charity. You now have the option to allow those resources to go to the sponsoring charity of the donor-advised fund when your fund terminates, or designate the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry, to receive the balance left in the account when you no longer will be making gifts from the fund.

You can designate your gift to the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry, for a purpose you feel is important, creating a meaningful legacy. Best of all, because these assets were already designated for charity, your gift won’t take anything away from your heirs.

Please contact us so that we can assist you through every step of the process.

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