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

We're here to help

Phone: 888-283-0157
Email: mylegacy@navigators.org

Kevin DiFelice
Director of Gift Planning

Chelsea Adelmann
Gift Planning Support Specialist

Brian Kinney, CFP®
Gift Planning Officer