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Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

For Trustees and Advisors

Free Will Writing Tool - GiftWise

Sample Codicil
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Brian Kinney, CFP®
Gift Planning Director, CFP®

Chelsea Adelmann
Gift Planning Operations Manager
Phone: 888.283.0157
Email: mylegacy@navigators.org
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Karma Bradley
Gift Planning Specialist

Beth McKenzie
Gift Planning Funding Representative
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Paige Burgess
Gift Planning Officer

Katie Dieselberg
Gift Planning Support Specialist