Sample Language for Your Will or Trust

The following language may help you and your attorney when drawing up a bequest that meets your needs.

“I give to A New Leaf Incorporated, a nonprofit corporation currently located at 868 E University Dr, Mesa, Arizona 85203, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”

*If you are interested in supporting a specific project or program, it is best to discuss your plans with our planned giving professionals before completing your bequest language to confirm your wishes can be met by A New Leaf.

Please note: The policies of A New Leaf do not allow A New Leaf or its representatives to serve as personal representative, executor, trustee, or witness for a will or trust.

Useful Legal Information

Legal name: A New Leaf Inc.
Address: 868 E University Dr, Mesa, Arizona 85203
Federal Tax ID number: 86-0256667

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®

Brad Harris, CFRE, CAP®

Senior Director of Estate and Gift Planning