Add a Successor or Beneficiary
Navigate to the top right corner of BlueGive and click the Succession Plan icon:
Click Add Participant to select a Successor or Beneficiary:
Fill in the necessary personal information for the Successor or Beneficiary and include a % allocation of all assets for heirs or others to grant to their favorite charities > Click Save.
Once completed, you will see the Successor or Beneficiary populate your profile.
5. You Can Always Make Changes: It’s important to remember that you can modify your Succession/Beneficiary plan at any time, even after submitting your details. This flexibility allows you to adjust your plan as your circumstances change.
6. Problem with Adding Participants: If you're unable to click "Add Participant," it may be because your current allocation is set at 100%. To add more participants, you'll need to adjust the percentage to less than 100%. Once you do this, you'll be able to include additional succession plans.
FAQ's
Can I name a non-US resident as a successor of a DAF?
No, the successor must meet the same requirements/terms as the original donor of the DAF-which includes being a US resident.