DONOR ADVISED FUND for Organizations

There are several advantages for an organization opening a Donor Advised Fund (DAF) with Legacy Ministry Services. Legacy serves your organization as a partner in overseeing much of the administrative work required. Below is a list of key benefits in having a Legacy DAF:
  1. Flexible Donor Advisor Selection: Choose the individuals or parties who will serve as donor advisors for the fund.
  2. Professional Fund Management: Legacy oversees the investment of funds in accordance with the organization’s guidelines.
  3. Operational Ease: Legacy handles the day-to-day operations, while the organization retains control over fund allocation and disbursement decisions.
  4. Versatile Granting Options: Make one-time or recurring grants with ease, tailored to your specific needs.
  5. Comprehensive Tax Reporting: Legacy manages all tax-related reporting, including Form 990 and other necessary filings.
  6. Effortless Fund Distribution: Donor advisors provide instructions for fund disbursement, with Legacy ensuring compliance and fulfilling distribution requirements.
  7. Regulatory Compliance: Legacy ensures full adherence to regulatory standards, including verifying the tax-exempt status of recipients.
  8. Streamlined Succession Planning: Facilitates smooth and efficient succession planning for continued legacy giving.
  9. Transparent Communication: Receive monthly statements, with dedicated staff available to assist with any fund-related inquiries.

Believers Stewardship Services is excited to inform you we are now doing business under the name of Legacy Ministry Services, and you have been re-directed to our new website! Legacy will continue to provide the same services we have always provided under this new branding.

We have taken the necessary steps to ensure that this new name does not have any effect on you. If you have any funds, trusts, annuities, or other accounts with us, those have been considered and will not be affected. If you have an estate plan naming Believers Stewardship Services in any sort of capacity, that is still a valid identity and will not require you to change anything. Lastly, any checks made out to Believers Stewardship Services will remain valid as well. Please feel free to contact us with any questions!