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

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Planned Gifts Team

Heather Cáceres, Julie Carlevaro, EddieJoe Cherbony, Sophie Davidson (not pictured), Mike Gillum, Lisa Hewitt (not pictured), Elizabeth Hill, Abigail Oduol, Robin Steele

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