Giving Toolkit

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


Phone: 888.283.0157


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