Gifts in a will or by beneficiary designation are two easy ways to provide a broad spectrum of support services to help individuals and families succeed for years to come — and they don’t cost anything now.
Gifts in a Will
Making a legacy gift in your will or trust is one of the easiest and most popular ways to make a lasting impact for A New Leaf. By simply signing your name, you can create a legacy of growth, hope, change, and new beginnings.
Once you have provided for your loved ones, we hope you will consider making a legacy gift.
A gift in your will is one of the easiest ways to create your legacy and offers the following benefits:
Costs you nothing now to give in this way.
You can alter your gift or change your mind at any time and for any reason.
Your gift will create your legacy of service to our community and compassion for those in need.
Four simple, “no-cost-now” ways to give in your will
Leaves a gift of a stated sum of money to A New Leaf in your will or living trust.
You can mix these no-cost ways together. For example, you might consider leaving a specific percentage (such as 50%) of the residual to A New Leaf upon the survival of your spouse.
Gifts by Beneficiary Designation
It’s easy to put your bank accounts, retirement funds, savings bonds, and more to use in helping those in need — and it costs you nothing now.
By naming A New Leaf as a beneficiary of these assets, you can power our mission for years to come and establish your personal legacy of helping families and impacting lives for the better.
Potential benefits of gifts by beneficiary designation:
Reduce or eliminate taxes on retirement assets
Reduce or avoid probate fees
No cost to you now to give
Create your legacy with A New Leaf
To name A New Leaf as a beneficiary of an asset, contact the custodian of that asset to see whether a change of beneficiary form must be completed.
How to Change a Beneficiary Designation
Login to your account or request a Change of Beneficiary Form from your custodian (the business holding your money or assets).
Follow the links to change your beneficiary or fill out the form.
Be sure to spell the name of our organization properly: A New Leaf Inc.
Include our tax identification number: 86-0256667
Save or submit your information online or return your Change of Beneficiary Form.
Types of Gifts
A gift of retirement funds
You can simply name A New Leaf as a beneficiary of your retirement plan to help families and changes lives for years to come.
A gift of funds remaining in your bank accounts, brokerage accounts or certificate of deposit (CD)
This is one of the easiest gifts to give and one of the most useful in accomplishing your philanthropic goals. The next time you visit your bank, you can name A New Leaf (Tax ID: 86-0256667) as the beneficiary of a checking or savings bank account, a certificate of deposit (CD), or a brokerage account. When you do, you’ll take a powerful step toward helping individuals and families succeed for generations to come.
Donor-Advised Fund (DAF) residuals
What remains in a donor-advised fund is governed by the contract you completed when you created your fund. When you name A New Leaf as a “successor” of your account or a portion of your account value, you enable a better future for so many in our community.
If you have bonds that have stopped earning interest and you plan to redeem them, you might owe income tax on the appreciation. That could result in your heirs receiving only a fraction of the value of the bonds in which you invested. Since A New Leaf is a tax-exempt institution, naming us as a beneficiary means that 100% of your gift will go toward our shared mission of helping families and changing lives.