Yes. When you complete the DAF application, you will select a Succession Plan for your fund. Some of the options available allow you to either create new accounts for all your successors (min $25K each) or pass your current account privileges to your successors. Keep in mind that with the latter option, if you have more than 2 successors, the first 2 will become the Primary and Joint Advisors once the Succession Plan goes into effect. We offer several creative ways in which your donor advised fund can continue in perpetuity, please give us a call if we can assist you.
