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Successor advisor form
ConnieLeeper
Posts: 5 ✭✭
Does anyone have a successor fund advisor form that they could share? This would be a form that a fundholder would complete to make clear their wishes should they pass away. And what is your process for collecting them?
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At the Jewish Foundation of Memphis, we have a Fund change form and a Guiding document form. The fund change form allows the donors to change the name of their fund or successor advisor of their fund. The guiding document allows the donor to leave the legacy, so the foundation knows their wishes. The form can be changed as frequently as they wish. If you have any questions, please contact me: Sheri Gadberry, sgadberry@jcpmemphis.org, 901-374-0400.
We have them fill this out when they set up a DA fund.
Thank you!
Here's our DAF Succession Instruction form which allows several options. We review with all fundholders periodically.
Thank you!