A donor-advised fund (DAF) succession plan can be an important part of your overall estate plan and charitable legacy. To benefit Sheriff’s Meadow Foundation, you would need to direct your DAF sponsor on how to distribute assets remaining in your charitable giving fund after your lifetime. If you do not write a succession plan, the funds remaining in your DAF could be rolled into the sponsor’s own charitable fund, to be distributed as the sponsor chooses and not according to your wishes. Sheriff’s Meadow is available to discuss your DAF succession plan or other legacy giving opportunities.
