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

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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

Brad Harris

Senior Director of Estate and Gift Planning