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Adding a Successor or Beneficiary
Adding a Successor or Beneficiary
Updated over a year ago

Add a Successor or Beneficiary

  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 > Click Save.

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

FAQ's

  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.

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