Donor Advised Funds
Make Mozaic Senior Life a Permanent Part of Your Giving
A donor advised fund (DAF) is one of the most flexible giving tools available. You may already have one. What many donors do not realize is that a DAF can do more than write annual checks to your favorite organizations. It can become a vehicle for lasting, perpetual support.
By designating Mozaic Senior Life as a permanent successor beneficiary of your DAF, you ensure that your philanthropic relationship with us continues beyond your lifetime, with the remaining balance directed to Mozaic Senior Life when the fund concludes. This costs you nothing now, requires no change to your current giving, and adds a meaningful dimension to a tool you already use.
The process is straightforward. Contact your DAF sponsor — whether that is Fidelity Charitable, Schwab Charitable, Vanguard Charitable, or a community foundation — and request to add Mozaic Senior Life as a successor beneficiary. You can designate a specific percentage or the full remaining balance.
If you already distribute grants from your DAF to Mozaic Senior Life each year, adding a successor beneficiary designation is a natural next step. It closes the loop between the generosity you practice today and the legacy you leave behind.
Questions? Contact Mark Dobosz, Mark Dobosz, Vice President of
Philanthropy, Major Gifts, and Planned Giving at
203-365-6406 or mdobosz@mozaicsl.org.
General Planned Giving Questions
Still Exploring Your Options?
Start Here
Legacy giving is not one-size-fits-all. The right approach depends on your financial situation, your family circumstances, and what you want your gift to ultimately accomplish. Some people begin with a simple bequest and never look further. Others discover that a more structured arrangement — like a charitable trust or annuity — aligns better with their goals.
If you are not sure where to start, that is completely normal. Here are a few questions worth sitting with:
Do I already have a will or estate plan in place?
If so, it may be easier than you think to add a charitable bequest.
Am I charitably inclined but also mindful of generating retirement income?
A charitable gift annuity or charitable remainder trust might be worth exploring.
Do I have a donor advised fund, IRA, or life insurance policy?
Each of these can be used to make a meaningful gift to Mozaic at no additional cost during your lifetime.
Do I want my gift to support something specific, or be used where it is needed most?
Both are possible, and we can help you think through the options.
You do not need a large estate to make a legacy gift. And you do not need to have everything figured out before reaching out. The most important first step is simply starting the conversation.
