Can I name my donor-advised fund as the beneficiary of my IRA, 401(k), or other retirement account?

It cannot be used for a donor-advised fund.

If you are 70 ½ years old, you may qualify for a Qualified Charitable Rollover of up to $100,000 from a traditional IRA account. The rollover can count toward your required minimum distribution. Contact us about how this strategy can be used with other types of funds that do qualify for accepting charitable rollovers, such as a Designated Fund.