A Program account can help you cultivate a giving tradition in your family and carry it on beyond your lifetime.

Share your Program account

You can name friends, family members, or trusted professionals as advisors to your Program account.

Joint Donor-Advisor

A joint donor-advisor has all the privileges you have as primary donor-advisor:

• Making donations
• Recommending investment allocations
• Making grant recommendations
• Receiving account communications

Your joint donor-advisor automatically succeeds you as primary donor-advisor at your death.

Secondary Donor-Advisor

Others can easily participate in your charitable efforts by naming them as secondary donor-advisors. You determine which privileges (listed above) each person should enjoy.

Pass on a legacy of giving

You can carry on your tradition of charitable giving beyond your lifetime by naming a person to assume the role of primary donor-advisor or by identifying an organization to receive the assets associated with your account at your death.

Successor

If you have not named a joint donor-advisor, your successor becomes the primary donor-advisor for your Program account.

Beneficiary Organization

If you do not have a joint-advisor or a successor, you can name a qualified charitable organization as the recipient of account assets.

Please note: If you want an organization to receive the assets in your account, you should not name a joint donor-advisor or successor.

If no joint donor-advisor, successor, or beneficiary organization is named, account assets are transferred to The T. Rowe Price Program for Charitable Giving General Giving Fund upon your death. The Program's General Giving Fund is used to make grants according to the Program's guidelines. It may also be used to cover administrative and overhead costs of the Program as a whole. Grants using assets from the General Giving Fund are determined by the Program's Board of Directors.