A Program account can help you cultivate a charitable giving tradition in your family and carry it on beyond your lifetime. You can name friends, family members, or trusted professionals as advisors to your Program account.

Joint Donor-Advisor

You can name a joint donor-advisor who has all the privileges you have as primary donor-advisor. Your joint donor-advisor automatically succeeds you as primary donor-advisor at your death.

Secondary Donor-Advisor

Friends or family can participate in your charitable giving efforts as secondary donor-advisors. You determine which privileges 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 one or more qualified charitable organizations as the recipient of account assets.

Please note: If you want an organization to receive the assets in your account upon your death, 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.