When you create a donor-advised account, you become a donor-advisor, and by definition, retain the right to recommend grant disbursements from your account to qualified charities in accordance with the Trust's mission and purpose.
As the donor-advisor, you have the privilege and are encouraged to describe your charitable principles, interests, and goals in writing so that DonorsTrust may better safeguard your charitable intent during the life of your account. Although you may appoint others as successor-advisors, only you may amend your statement of intent. DonorsTrust can administer and protect your charitable intent only if your philanthropic goals are consistent with the Trust's mission and purpose to advance liberty through limited government, personal responsibility, and free enterprise.
For more information on our commitment to preserving donor intent end-to-end, from your initial contribution through succession, please request a copy of The Donor's Guide to DonorsTrust.