How do I arrange a gift from my donor-advised fund during my lifetime?Layer Closed
It is possible to make gifts from your donor-advised fund either during your lifetime or when the fund terminates. For current gifts, notify your fund administrator (using the Standard Distribution Form) that you would like to make a distribution to Mercy Medical Center Merced Foundation.
How do I arrange a gift from my donor-advised fund when the fund terminates?Layer Closed
Simply contact your fund administrator and request a copy of the Change of Beneficiary Form. You can fill this in as you wish and include Mercy Medical Center Merced Foundation for a portion or all of the remainder of your fund's assets.
What are the tax implications of a gift from my donor-advised fund?Layer Closed
Because you have already relinquished control over the donor-advised fund assets and claimed an income tax charitable deduction when you made your gift to the fund, there are no tax implications of this additional transfer from the fund to Mercy Medical Center Merced Foundation.
Can pledge commitments be fulfilled by donor-advised funds?Layer Closed
Yes they can.
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