How do I add a Successor or Beneficiary to my Charitable Account? – Givinga Foundation

You can designate a successor (or beneficiary) on your Charitable Account so that funds are directed according to your wishes in the future.

How to Add a Successor/Beneficiary

Complete the Successor / Beneficiary Designation Form
Once completed, hit submit and the form will be forwarded to support

What information is included on the form?

Account Holder Information
- First & Last Name
- Email Address
Beneficiary Information
- First & Last Name
- Email Address
- Mailing Address
Acknowledgment Section (required)

Please note if any required field is missing, Support will reach out for clarification.

This beneficiary designation only applies to funds in the Charitable Account — it does not replace or override any existing estate planning documents.