Donor-Advised Fund

To recommend Miss Porter’s School to receive all or a portion of the remainder of your fund, please contact your sponsoring organization. You may need to provide MPS’s name, address, and federal tax identification number, listed here.

Sample language you may encounter or use:

___ % Immediate Distribution of Charitable Account Assets

I/We direct the distribution of all of my/our charitable account assets to the qualified charitable organizations listed below in the percentages specified. I/We understand that all grant distributions are subject to the Gift Trust’s determination that the grant recipient is a qualified charitable organization and that the recommended grant otherwise meets all applicable legal requirements. Percentages must total 100%. (Donors may attach additional sheets and list up to a total of ten charitable organizations.)

__Please check this box if you choose to make selection of this Option and the designations below irrevocable.

Organization
Organization Name
Federal Tax ID Number
Phone
Mailing Address
City
State
Zip Code
Percentage (%) of Available Charitable Account Balance
Special Allocation or Purpose (if applicable)

If you decide to recommend Miss Porter’s School to receive the remainder of your donor-advised fund, we hope you will share your plans with us.