For Trustees and Advisors
In your work as an advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients.
As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts.
We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff — all working together to arrange the best gift possible. Our development team is well-trained and skilled in the application of all vehicles of strategic philanthropy.
Useful Legal Information
Legal name: A New Leaf Inc.
Address: 868 E University Dr, Mesa, Arizona 85203
Federal Tax ID number: 86-0256667
Your Giving Toolkit
Gifts from Donor-Advised Funds
Sample Language for Your Will or Trust
Sample Beneficiary Designation
Sample Codicil
For Trustees and Advisors
I'm here to help
Brad Harris, CFRE, CAP®
Senior Director of Estate and Gift Planning
A New Leaf
bharris@turnanewleaf.org
(602) 320-1185