TIFIN Wealth

Navigate to the top right corner of BlueGive and click the Succession Plan icon:

Click Add Participant to select a Successor or Beneficiary:

Fill in the necessary personal information for the Successor or Beneficiary and include a % allocation of all assets for heirs or others to grant to their favorite charities &gt; Click Save.

Once completed, you will see the Successor or Beneficiary populate your profile.

1. Navigate to the top right corner of BlueGive and click the Succession Plan icon:
 
 
 
2. Click Add Participant to select a Successor or Beneficiary:
 
 
 
3. Fill in the necessary personal information for the Successor or Beneficiary and include a % allocation of all assets for heirs or others to grant to their favorite charities &gt; Click Save.
 
 
 
4. Once completed, you will see the Successor or Beneficiary populate your profile.

Can I name a non-US resident as a successor of a DAF?

1. No, the successor must meet the same requirements/terms as the original donor of the DAF-which includes being a US resident.

1. Can I name a non-US resident as a successor of a DAF?
   1. No, the successor must meet the same requirements/terms as the original donor of the DAF-which includes being a US resident.

Adding a Successor or Beneficiary

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Add a Successor or Beneficiary

FAQ's