You (as the organizer, or friend/family member of the deceased) have two options when considering how to approach this situation: To transfer the fundraiser to someone else, or to end the fundraiser. For either option, please contact our Customer Happiness team with the documentation below, and we can help you with the next steps.
Transfer the fundraiser to someone else
This is best if withdrawals were not set up yet by the beneficiary. We can work together to add someone as the new beneficiary and withdraw the funds.
- A clear and unobstructed picture of the new beneficiary's government-issued photo ID (Driver’s License, National Identification card or Passport).
- A copy of documents stating the account holder is deceased. This can be the obituary or the death certificate. Please note that the obituary, or other documents, will need to state the new beneficiary's relationship to the deceased.
- A letter stating that the original account holder is deceased and whether the new account owner would like to refund the donations or transfer ownership to themselves.
- A copy of the original account holder's will or legal documentation that provides the information regarding their executor.
- The email address of the new account owner.
End the fundraiser
This is best if withdrawals were already set up, because any remaining donations will automatically be sent out using the bank account information the beneficiary had provided. At this point it would be best to work with their bank to receive the funds.
- A clear and unobstructed picture of your own government-issued photo ID.
- A copy of documents stating the account holder is deceased. This can be the obituary or the death certificate. Please note that the obituary, or other documents, will need to state your relationship to the deceased.