Giving Toolkit
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