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
Senior Director of Estate and Gift Planning