What are they?
Designated beneficiary funds enable your clients to support one or more specific organizations of their choice.

These funds can be established to ensure that a particular charitable organization will receive someone’s support over a long period of time, even in perpetuity. This also is an appealing way to support the groups from which someone has benefited—such as a school or social service agency.

Highlights

• If the group your client chooses to support ceases to exist, the fund they establish will support groups with similar missions and goals.
  
  
• Designated beneficiary funds may be named to recognize the donor(s), a family member, friend, or organization. Or, your client can name the fund to ensure their anonymity.
  
  
• MCF can accept donations of almost any asset, including stock and real estate.
  
  
• You can choose your own investment strategy from among the investment pools offered by MCF.
  
  
• The fund may be established as an endowment (ensuring that grants are made in perpetuity) or as an expendable fund (which enables your client to make grants of any size at any time). 

For more information about how MCF can partner with you to serve your clients, send us an e-mail or call Aviva Shiff Boedecker, director of gift planning, at 415.464.2516. You may also want to request a copy of You Have a Partner: An Introduction to the Marin Community Foundation for Professional Advisors. This guide provides an overview of the many ways we work with advisors to help them meet their clients' charitable needs.