Donor-Advised Funds
Designating ºÚÁϳԹÏÍø±¬ÍøÕ¾ as a Successor-In-Interest on your Donor-Advised Fund. Donor advised funds* (DAFs) are a popular philanthropic tool which may become even more so as taxpayers who avail themselves of the standard deduction use a DAF periodically to reach the itemization threshold.
If you have a DAF, or decide to establish one, consider designating ºÚÁϳԹÏÍø±¬ÍøÕ¾ as a success-in interest to a percentage of your charitable giving account to come to the College after your lifetime. Naming the College as a successor-in-interest is much like making a beneficiary designation and you will need ºÚÁϳԹÏÍø±¬ÍøÕ¾’s legal information to complete the form.
When you have made ºÚÁϳԹÏÍø±¬ÍøÕ¾ a successor-in-interest on your DAF, please inform us of your intentions by visiting our secure web-based portal and submitting the information on-line to the Office of Gift Planning. Alternatively, you can complete our Documenting Your Provision for ºÚÁϳԹÏÍø±¬ÍøÕ¾ form and email to giftplanning@bowdoin.edu. Sharing information about your plans for ºÚÁϳԹÏÍø±¬ÍøÕ¾ ensures that your wishes are understood by the College.
For more information about how to name ºÚÁϳԹÏÍø±¬ÍøÕ¾ on your donor-advised charitable giving account, contact the public charity that holds your charitable account or contact us for more information.
When you make a gift planning arrangement for ºÚÁϳԹÏÍø±¬ÍøÕ¾, we welcome you into the ºÚÁϳԹÏÍø±¬ÍøÕ¾ Pines Society.
More Ways to Support ºÚÁϳԹÏÍø±¬ÍøÕ¾ with your DAF
For more information about other ways to support ºÚÁϳԹÏÍø±¬ÍøÕ¾ using your donor-advised account, visit Give.
Learn why John ’66 and Wendy Lord named ºÚÁϳԹÏÍø±¬ÍøÕ¾ as a successor-in-interest on their Donor-Advised Fund.
"I knew from secondary school in Boston that I wanted to attend a small liberal arts college in New England. I knew nothing about ºÚÁϳԹÏÍø±¬ÍøÕ¾ until I was introduced to the school by my uncle ... When I later visited ºÚÁϳԹÏÍø±¬ÍøÕ¾, I fell in love and made it my only application."
Please note that we are prohibited from giving legal or financial advice and none of the information above should be interpreted as such. We encourage you to consult with your own legal counsel or financial advisor before deciding whether or not to proceed with a gift.