What Happens to Your Donor Advised Fund Account When You Die
Quick Facts
Fund balance
Remains in the fund
Successor
Named successor takes over
Difficulty
Medium
Step-by-Step Guide
Contact the sponsoring organization
Reach out to the DAF sponsor (e.g., Fidelity Charitable, Schwab Charitable, Vanguard Charitable) to report the account holder\'s passing.
Identify the successor advisor
The DAF should have a named successor advisor. If one was designated, they will take over advisory privileges for the fund.
Review pending grant recommendations
Check for any pending grant recommendations that may still be processed. The successor advisor can manage future grants.
Document the fund for estate records
Note the fund balance and sponsor organization. DAF assets are irrevocable gifts and are not part of the taxable estate, but should be documented.
Document Now Checklist
- DAF sponsor organization
- Fund name and account number
- Named successor advisor
- Approximate fund balance
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Start your vault — free for 30 daysLast verified: June 2026. Platform policies may change. Verify current procedures directly with Donor Advised Fund. This guide is for informational purposes only and does not constitute legal advice.
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