Graduation season is a time of pride, joy, and reflection—a moment when families come together to celebrate achievement and look ahead to the future. At UI Charitable, we believe it’s also a powerful opportunity to pass on something even more lasting than a diploma: a legacy of generosity.

One meaningful way grandparents and parents are honoring their graduates this year? By naming them as successor advisors on their Donor-Advised Fund.

🌱 A Graduation Gift That Grows With Them

While a check or gift card may mark the occasion, giving your grandchild the responsibility to help shape your family’s charitable legacy offers something far deeper. As a successor advisor on your Donor-Advised Fund, they won’t just inherit assets—they’ll inherit your values, your story, and your commitment to doing good.

🧭 What Is a Successor Advisor?

When you open a Donor-Advised Fund, you have the option to name a successor who will take over grantmaking privileges after your lifetime—or even while you are still actively engaged. This person (or people) will help direct the fund's future charitable giving.

Successors can:

• Recommend grants to nonprofits

• Continue the fund's philanthropic mission

• Involve future generations in giving

Naming a grandchild as a successor helps bridge multi-generational philanthropy, ensuring that your values endure long after the graduation gown comes off.

💬 A Conversation Starter, Not Just a Gift

Graduations are natural inflection points—perfect moments to talk about purpose, priorities, and social impact. By including a grandchild in your Donor-Advised Fund, you are not only honoring their accomplishments, but also inviting them into a larger conversation about giving.

This is your chance to ask:

• What causes are important to you?

• What kind of world do you want to help create?

• How can our family make a difference—together?

🔄 Flexible Options to Fit Your Vision

At UI Charitable, we offer flexible options for naming successors, including:

• Multiple successors to share in the responsibility

• Successor by generation, so each grandchild can be part of the giving process

• Named charitable funds to help them start their own giving story

And remember: successor designations can be updated anytime, allowing your charitable plan to evolve as your family grows.

🎁 Give More Than a Gift—Give a Legacy

Graduation marks the end of one chapter and the beginning of the next. As you celebrate the accomplishments of the young people in your life, consider how you might also inspire them to carry your legacy of generosity forward.

By naming a grandchild as a successor on your Donor-Advised Fund, you are not only investing in their future—you’re inviting them to invest in the future of others.

Interested in learning more about naming successors or creating a legacy fund for your family?

Connect with our team today and let’s explore how you can celebrate milestones with meaning.