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Giving From Your Donor-Advised Fund
Make an outright gift from your donor-advised fund OR name us as the ultimate beneficiary of the remainder in the fund.
How It Works
- Name McLean as a beneficiary of your donor-advised fund (DAF).
- Designate us to receive all or a portion of the balance of your fund on your passing.
- The balance in your fund passes to McLean when the fund terminates.
- During your lifetime you can also make grants to us from your donor-advised fund. See how a DAF works.
Benefits
- You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
- Maintain flexibility to change beneficiaries if your needs change during your lifetime.
- You can also direct your DAF to other charitable causes.
Next
- Frequently asked questions on Donor-Advised Funds.
- Contact us so we can assist you through every step.
The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.
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