During your lifetime, you can recommend a grant from your Donor-Advised Fund to impact lives through the MSUM Foundation. If you would like to make a gift now through your DAF, simply click the link below to find your fund:
"Making an Impact with Your Donor Advised Fund", and other complimentary planning resources, are just a click away.
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 DAF 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 the MSUM Foundation as a beneficiary of your account. You may even designate the MSUM Foundation to receive a portion of the account value, leaving the remaining portion for your children or grandchildren to continue your legacy of philanthropy.
Your Giving Toolkit
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This information is not intended as legal, accounting, or other professional advice. For assistance in planning your gift(s), please consult a lawyer and/or financial advisor for professional advice.