FreeWill
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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
We're here to help
Brian Kinney, CFP®
Gift Planning Director, CFP®
Chelsea Adelmann
Gift Planning Operations Manager
CONTACT OUR TEAM
Phone: 888.283.0157
Email: mylegacy@navigators.org
We're here to help
Karma Bradley
Gift Planning Specialist
Beth McKenzie
Gift Planning Funding Representative
We're here to help
Paige Burgess
Gift Planning Officer
Katie Dieselberg
Gift Planning Support Specialist