# Succession Instructions

Currently, you are the Fund Advisor of your GiveWise Giving Fund. In the event of your death or incapacity, there are two ways to divide the remaining assets in the Giving Fund: naming one or more successors (“Successor Advisor”) or allocating funds to one or more charities. **You may also choose a combination of these two options.** Please ensure the combined Allocation assignments do not exceed 100%.

PREFERRED METHOD:

Please log into your Giving Fund and Click on the person icon on the right hand side.  Click on "My Profile" -> "Successor", and follow the instructions.

OR:

\
Please complete pages 1 and 2 of [Succession Instructions form](/policy-and-user-documents/succession-instructions/succession-instructions.md), sign on page 3, and email to <support@givewise.ca>. If the number of Successors or Charities exceeds the space available, please use additional space found on page 4 and 5 of this document. &#x20;

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