Donor-Advised Funds

Designating Bowdoin as a Successor-In-Interest on your Donor-Advised Fund. Donor advised funds* (DAFs) are a popular philanthropic tool which may become even more so as taxpayers who avail themselves of the standard deduction use a DAF periodically to reach the itemization threshold.

If you have a DAF, or decide to establish one, consider designating Bowdoin as a success-in interest to a percentage of your charitable giving account to come to the College after your lifetime. Naming the College as a successor-in-interest is much like making a beneficiary designation and you will need Bowdoin’s legal information to complete the form.

When you have made Bowdoin a successor-in-interest on your DAF, please inform us of your intentions by visiting our secure web-based portal and submitting the information on-line to the Office of Gift Planning. Alternatively, you can complete our Documenting Your Provision for Bowdoin form and email to giftplanning@bowdoin.edu. Sharing information about your plans for Bowdoin ensures that your wishes are understood by the College.

For more information about how to name Bowdoin on your donor-advised charitable giving account, contact the public charity that holds your charitable account or contact us for more information.

When you make a gift planning arrangement for Bowdoin, we welcome you into the Bowdoin Pines Society.

More Ways to Support Bowdoin with your DAF

For more information about other ways to support Bowdoin using your donor-advised account, visit Give.

Donors John and Wendy Lord

Learn why John ’66 and Wendy Lord named Bowdoin as a successor-in-interest on their Donor-Advised Fund.

"I knew from secondary school in Boston that I wanted to attend a small liberal arts college in New England. I knew nothing about Bowdoin until I was introduced to the school by my uncle ... When I later visited Bowdoin, I fell in love and made it my only application."

* A donor-advised fund (DAF) is a charitable account sponsored by a public charity that donors can use to support their philanthropy. Donors make an irrevocable contribution to the charity that sponsors a DAF and an account is established in the donor’s name.

Please note that we are prohibited from giving legal or financial advice and none of the information above should be interpreted as such. We encourage you to consult with your own legal counsel or financial advisor before deciding whether or not to proceed with a gift.