You can designate a successor (or beneficiary) on your Charitable Investment 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 CIA — it does not replace or override any existing estate planning documents.