Planned Giving

Giving From Your Donor-Advised Fund: FAQs

How do I arrange a gift from my donor-advised fund during my lifetime?Layer Closed

It is possible to make gifts from your donor-advised fund either during your lifetime or when the fund terminates. For current gifts, notify your fund administrator (using their Standard Distribution Form) that you would like to make a distribution to Indian River State College Foundation.

How do I arrange a gift from my donor-advised fund when the fund terminates?Layer Closed

Simply contact your fund administrator and request a copy of the Change of Beneficiary Form. You can fill this in as you wish and include Indian River State College Foundation for a portion or all of the remainder of your fund's assets.

What are the tax implications of a gift from my donor-advised fund?Layer Closed

Because you have already relinquished control over the donor-advised fund assets and claimed an income tax charitable deduction when you made your gift to the fund, there are no tax implications of this additional transfer from the fund to Indian River State College Foundation.


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Create a Lasting Legacy

Philanthropic planning is a powerful mechanism for meeting personal estate planning objectives while making a meaningful impact on the College’s initiatives and mission. At Indian River State College, we welcome the opportunity to work with estate planners to ensure that your clients find the charitable arrangements that best meet their needs.

Estate-planning options can achieve significant tax benefits while furthering a client’s philanthropic goals:

  • Gifts through a will or trust
  • Charitable trusts and gift annuities
  • Donation of stocks and mutual funds

If your client has already included or intends to include Indian River State College in their will or estate plan, or if you would like someone from IRSC Institutional Advancement to contact you to discuss how to support IRSC as part of their estate planning strategy, please contact us.

Questions? Fill out the form below.