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
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