Sample Beneficiary Designation
To designate A New Leaf as a beneficiary of a qualified retirement plan or other financial account, please use the following information:
Useful Legal Information
Legal name: A New Leaf Inc.
Address: 868 E University Dr, Mesa, Arizona 85203
Federal Tax ID number: 86-0256667
For More Information
Before deciding about your estate plan, consult an estate planning attorney. To learn more about how your gift will be put to use, contact Brad Harris, Senior Director of Estate and Gift Planning, at (602) 320-1185or bharris@turnanewleaf.org
Your Giving Toolkit
Gifts from Donor-Advised Funds
Sample Language for Your Will or Trust
Sample Beneficiary Designation
Sample Codicil
For Trustees and Advisors
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Brad Harris, CFRE, CAP®
Senior Director of Estate and Gift Planning
A New Leaf
bharris@turnanewleaf.org
(602) 320-1185