Gifts from Donor-Advised Funds

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You can open a Heifer Foundation Donor-Advised Fund (DAF) or create a grant recommendation from your existing donor-advised fund to support Heifer Foundation/Heifer International.

Final distribution of contributions in a donor-advised fund is governed by the contract you completed when you created your fund. We hope you will consider naming Heifer Foundation or Heifer International as a “successor” of your account. Or, you can name Heifer Foundation or Heifer International as the successor for a portion of the account value, leaving the remaining portion for your heirs. 

As with all gift planning, you should consult with your tax advisor and lawyer to determine what planned gift strategy is best for your current tax situation and income requirements. Consulting estate planning professionals will help ensure that your wishes to make a lasting impact will be fulfilled.

Make an impact now by using the link below to find your Donor-Advised Fund.

Create Your Legacy of Philanthropy

The final distribution of contributions remaining in your DAF after your lifetime can be designated when you create or update your fund.

If you decide to change your beneficiary designation, would you let us know? We would like to recognize you for your generosity and ensure that your gift is used as you intend.

Please don’t hesitate to get in touch if you have any questions about setting up your legacy gift or if you need more information.

I invite you to contact me so we can chat about easy ways to make an impact using your donor-advised fund.

6 ways you can make an impact with your donor-advised fund:

Memorialize, honor, or commemorate a loved one or an event.

Avoid capital gains by first transferring appreciated stock to your DAF and then gifting it in minutes.

Teach your loved ones about charity and why you believe in giving back.

Build a sense of community (and make a bigger impact) by forming “giving circles” with other donor-advised fund owners including friends and family members.

Bundle your charitable gifts (doing so could result in an opportunity to itemize your deductions in the same year).

Leave all or a portion of your the account to charity simply by changing your beneficiary designation.

We hope you will consider naming Heifer Foundation as a beneficiary of your account. You may even designate Heifer Foundation to receive a portion of the account value, leaving the remaining portion for your children or grandchildren to continue your legacy of philanthropy.

Complimentary planning resources are just a click away!

Your Giving Toolkit

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Donate Now

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Donor-Advised Funds

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Sample Language For Your Will

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Sample Beneficiary Designation

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Sample Codicil

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For Trustees And Advisors

Need assistance? We're here to help!

Debbie McCullough

Debbie McCullough

Vice President of Planned Giving
888-422-1161 x 4922
legacyinfo@heiferfoundation.org

Debbie McCullough

Debbie McCullough

Vice President of Planned Giving
888-422-1161 x 4922
legacyinfo@heiferfoundation.org

The content found on this site is general in nature and intended to be used for informational purposes only. It should not be relied upon as legal, tax, accounting or other professional advice. To determine how a gift or estate planning decision might affect your particular circumstances, you should consult an attorney, financial advisor or other qualified professional.