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
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Brian Kinney, CFP®
Gift Planning Director, CFP®
Chelsea Adelmann
Gift Planning Operations Manager
Elizabeth Cox
Gift Planning Funding Representative
Phone: 888.283.0157
Email: mylegacy@navigators.org
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Paige Burgess
Gift Planning Officer
Karma Bradley
Gift Planning Specialist
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Greg Krumbach
Gift Planning Officer
Katie Dieselberg
Gift Planning Support Specialist