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