How To Transfer a Donor-advised Fund To Legacy Global Foundation

Transferring a donor-advised fund over to Legacy Global Foundation is simple. There are two main steps, which are as follows: Step 1.) Set up a DAF with Legacy

Step 2.) Make a grant from your previous location of your DAF to your DAF here at Legacy.

*We do need to know if you, as the donor, are the original donor, or if you are a successor donor. If you are the ladder, we will need copies of the original paperwork so that we are sure to honor the intent of the original donor.

Because the process is easy, this can be completed easily within a week.