The donor-advised fund (DAF) is becoming an increasingly popular way to do your charitable giving. Have you considered what happens to your DAF as part of your estate planning? One simple way to leave a legacy with your fund is by designating the Ann Arbor Area Community Foundation to receive all or a portion of the fund value upon termination of the fund.
Regardless of where your DAF is held (at a commercial or charitable institution), you can have the remaining fund value benefit or create a named endowment fund at AAACF. Contact your fund administrator to request a beneficiary form or download the appropriate form(s) from your administrator’s website.
If you include the Ann Arbor Area Community Foundation in your plans, please let us know so that we can document your intentions. Please use our legal name and federal tax ID with your beneficiary form:
Legal Name: The Ann Arbor Area Community Foundation
Address: 301 N. Main Street, Suite 300, Ann Arbor, MI 48104
Federal Tax ID Number: 38-6087967